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Demystifying Backdoor Roth IRA for Military Families

Whether it's during the transition to civilian employment or because combined spouse income is too high, many military families miss out on Roth IRA tax-advantaged savings. Backdoor Roth IRA is a technique that can help families continue to build wealth for their future and suppress their lifetime tax bill.

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Using Media Mentions to Drive Awareness and SEO

Getting noticed can be difficult…especially when starting out. How do you get traffic to your website without having to pay to run ads? How do you get Google to recognize what you have to offer and to show it to people who are searching, but don’t know you exist? One way use a service like Help A Reporter Out or Qwoted to develop relationships with reporters and bloggers or just respond to their questions. They need your expertise, and you get featured in their articles, hopefully with a link back to your site. In this session, you’ll learn how to use FREE media coverage to get people to your website and increase your SEO (search engine optimization) rankings.

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Medical Retirees: Navigating the Misunderstood Benefits for our Wounded Warriors

Individuals navigating a medical retirement board are often overwhelmed with their challenges and questions, and there is often too little support to help them navigate the transition. Benefit entitlements depend on many factors including disability ratings from both the Department of Veterans Affairs and the Department of Defense. We will discuss questions servicemembers should ask during this process and navigate which benefits they retain depending on whether they are medically separated or retired. We will also dive into unique situations medical retirees need to address with regards to their Survivor Benefit Plan options. We will also explore the Integrated Disability Evaluation System (IDES), a joint process with VA and DoD, to determine if wounded, ill, or injured Service members are fit for continued Military service and provide disability benefits to Service members and Veterans, if appropriate. Information in this session will help Service members understand their benefits and make informed decisions.

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