ForYourBenefit Radio Program Resources


January 18, 2016 - An Update Discussion on Roth IRAs and the Voluntary Contribution Program
Hosts Bob Leins and Tammy Flanagan present their annual analysis and presentation of the “Back Door Roth IRA” and the “ The transfer of a Voluntary Contribution Account to a Roth IRA”. These subjects will be discussed together with comments on potential tax law changes for 2016 that could impact “Back Door Roth IRAs” and “Stretch IRAs” to non-spouse beneficiaries.  Please remember these are potential concerns as to what could change not what has changed.
Click here to download the handout. This replaces the March 23, 2015 show information.

February 23, 2015  - “Tax Savings Now and Throughout the Year”
Bob Leins and Tom O’Rourke reference the “Dirty Dozen” tax scams. 
Click Here  to view IRS Dirty Dozen Tax Scams for 2015.

September 9, 2013  - What A Federal Employee Needs to do When Retirement is Within the next 6 months.
Click here for to download the supplementary materials for the show. 

May 20, 2013 - Deposits and Redeposits
Click here to listen.

If interested, the following web links may prove useful to folks who listen to the archived version of the show.  These are web links that compliment the information we covered:

Creditable Civilian Service
http://www.opm.gov/retirement-services/publications-forms/csrsfers-handbook/c020.pdf

Service Credit Payments for Civilian Service
http://www.opm.gov/retirement-services/publications-forms/csrsfers-handbook/c021.pdf

Creditable Military Service
http://www.opm.gov/retirement-services/publications-forms/csrsfers-handbook/c022.pdf

Service Credit Payments for Military Service
http://www.opm.gov/retirement-services/publications-forms/csrsfers-handbook/c023.pdf

Planning and Applying for Retirement
http://www.opm.gov/retirement-services/publications-forms/csrsfers-handbook/c040.pdf

CSRS Application to Make Deposit or Redeposit
 http://www.opm.gov/forms/pdf_fill/sf2803.pdf

FERS Application to Make Service Credit Payment
 http://www.opm.gov/forms/pdf_fill/sf3108.pdf