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Top Posts & Pages
- Terminal Leave: Take it or Sell it Back?
- Military Pension Tax Rates By State
- Term Life Insurance Vs. Survivor Benefit Plan (SBP)—A Side By Side Comparison
- Roth Conversions: Why Timing Is Important (Part Two)
- Why You Should Strongly Consider Not Participating in the Survivor Benefit Plan
- 3 Tax Considerations When Selling Your Rental Property In The Military
- What Will My Military Pension Look Like After Retirement?
- Take The 30 Day Financial Transition Challenge!
- The Difference Between a Financial Plan & Financial Planning
- SGLI After The Military: What Happens?
Monthly Archives: March 2017
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
As you transition from active service, life insurance is an important, yet overlooked aspect of your post-military financial planning. In a previous article, I discussed five considerations about your military life insurance needs. To build on those relevant points, this … Continue reading
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
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