This session highlights the newest financial benefits available to military families and how advisors can help clients use them strategically. We’ll cover tax-saving opportunities through the DCFSA and HCFSA, the role and execution details of TSP in-plan conversions, and PCS-related updates including spouse business expense reimbursement, airfare for family childcare support, and the QLEs created by a PCS move. Attendees will learn how these benefits can reduce out-of-pocket costs, improve long-term planning, and ease stress during major transitions. By understanding the full landscape of these changes, advisors can better guide service members toward greater financial resilience, stability, and mission readiness.
