Monthly Archives: March 2017

5 Tax Tips That You Can Find in the Armed Forces Tax Guide (IRS Publication 3)

Most military members should know about the free tax filing assistance programs that are available.  These programs range from free access to tax software to working with volunteers who actually prepare tax returns.  Many bases even continue this benefit for … Continue reading

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Five Little-Known Services Your Financial Planner Should Be Offering

The financial planning landscape can be pretty confusing.  Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out … Continue reading

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Roth Conversion of a TSP Account: A Case Study

I’ve written several articles about Roth conversions, particularly tax planning considerations & marginal tax rate impacts.  This article serves as a case study to help visualize how a Roth conversion strategy could work, and how the tax liability can fluctuate … Continue reading

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