Host Bob Leins welcomes Tom O’Rourke, Esquire to talk about a number of significant changes that affect individual taxpayers in 2018 and beyond.
Host Bob Leins welcomes Marc Levine, Esquire, to the studio to talk about unique topics in estate planning. August 14, 2017
Bob Leins welcomes David De Jong and Steve Widdes, tax and estate attorneys with Stein Sperling Bennett De Jong Driscoll PC, to the studio to discuss the possible changes in tax and estate law during the Trump administration.
June 5, 2017
This week on For Your Benefit, 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”. January 14, 2016
Host Bob Leins and presenters from the National Institute of Transition Planning, the federal leader in retirement planning seminars, take your calls and emails every Monday. Each week, the show focuses on a specific area of retirement planning from financial security, taxes, federal benefits and estate planning, to life after retirement. Email your questions or call the show at 202-465-3080. Listen live here!