Taxes, Investing, and Government Benefits

In this session, we will explore the financial landscape for military retirees, focusing on key areas to enhance their financial well-being. You’ll gain insights into how taxes impact both Enlisted and Officer retirees, helping you optimize their tax strategies. Additionally, we will review various options for managing the Thrift Savings Plan (TSP) post-military separation, ensuring informed decision-making for retirement savings. Furthermore, we’ll cover essential information on Government Benefits, including Servicemembers Group Life Insurance (SGLI) and the Survivors Benefit Plan (SBP), providing a comprehensive understanding of how these benefits can support long-term financial security. This session aims to equip financial advisors with the knowledge needed to guide military retirees confidently in achieving their financial goals.

Speakers