Seneca River Missionary
Baptist Association
Financial Transitions - Register to Learn More
- Taking control of your finances
- Reasons for career/job transitions
- Lining up benefits/insurance options
- "Can I, or when can I, retire?"
- Placement resources
- Choosing new benefits (weighing the options)
- Rolling over your 401K vs. leaving it with your old employer
- Understanding your retirement plans and what they are worth
Estate Planning Best Kept Secrets
Tuesday 11/5/2024
6pm EDT
- Wills and trusts
- Tax-free inheritance
- Probate and your estate
- Lifetime giving exclusion
- Choosing an executor
- Unlimited marital deduction
- Dealing with death and estate taxes
Financial Pitfalls
Friday 11/8/2024
12pm EDT
- Defining the three stages of your financial life
- The importance of tax strategies
- Retirement planning
- Exit strategies
- Avoiding "one size fits all" advice
- Planning for college, death, disability, taxes, and inflation
Federal Benefits' Best Kept Secrets
Tuesday 11/12/2024
6pm EDT
- ChFEBC advisor
- What tax bracket will you be in at retirement?
- The rules of the game
- Exit strategies
- Free insurance
- TSP, catch-up, and loans
- CSRS voluntary contribution
Pre-Retirement Planning for Federal Employees
Friday 11/15/2024
12pm EDT
- States that don't tax federal pensions
- Jumpstart survivor benefits
- How to calculate FERS/CSRS pension benefits
- Roth and catch-up TSP
- Health insurance for spouse and family
- Social Security windfall elimination, supplement, and integration
Taxes and the IRS
Tuesday 11/19/2024
6pm EDT
- Where do our taxes go?
- Do I need a tax advisor?
- Tax-free savings
- Tax-deferral vs. tax-deductible vs. tax-free
- Why you shouldn’t wait to get your refund
Mitigating the Cost of Long-Term Care
Friday 11/22/2024
12pm EDT
· Low and no-cost care
· Alternatives
· Medicare/Medicaid coverage
· Inflations and corrections
· What the SECURE Act affects
Federal Insurance Programs Unraveled
Tuesday 11/26/2024
6pm EDT
- OASDI
- Medicare
- Medicaid
- FEHBP
- FLTCIP
- FEGLI
- Social Security Supplement
Financial Transitions
Friday 11/29/2024
12pm EDT
- Taking control of your finances
- Reasons for career/job transitions
- Lining up benefits/insurance options
- "Can I, or when can I, retire?"
- Placement resources
- Choosing new benefits (weighing the options)
- Rolling over your 401K vs. leaving it with your old employer
- Understanding your retirement plans and what they are worth
