Retired Senior Military Officers and NCOs often excel in the civilian sector and find themselves filling roles as high-level employees. These position often come with different forms of equity compensation. Phantom stock is one type.
Being a landlord is a common trait amongst active and retired Senior Military Officers and NCOs. The fear of depreciation recapture keeps many actively managing rental properties for longer than desired. Here is a different way to "get out" of the active rental business and defer taxes on depreciation.
Retired Senior Military Officers and NCOs are often in a "pretty good place" when it comes to their ultimate retirement. One way to move to a "really good place" is by using the mega backdoor Roth IRA conversion.
The TSP is a good benefit for those still on Active Duty. But what about after you retire from the Military? We're generally fans of TSP, but that doesn't mean it isn't worth taking a re-look every once and awhile.
Retired Military Business Owner? Looking to add a retirement plan for your employees? Check out MEPs and PEPs
The SECURE Act changed a lot of things related to retirement accounts for the better. But as always there are, perhaps unintended, consequences. In this case, some really complicated rules concerning Qualified Charitable Distributions. You'll want to know them for yourself or for your Mom (or Dad).
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