Retired Military Finances 401: MEPs? PEPs? A Business Owner's Guide
Retired Military Business Owner? Looking to add a retirement plan for your employees? Check out MEPs and PEPs
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).
Estimating your tax rate in retirement is crucial to determine if you should do a Roth conversion. But it is only half the problem. What will taxes look like for a surviving spouse?
Military retirees have a lot of annuitized income. That doesn't mean annuities are never appropriate. If one is appropriate, when is a good time to buy it?
I think I heard this question before I even finished pilot training. Sell back leave or take terminal? If maximizing the money in your pocket is your objective, the answer is pretty straight forward.
As a retired Senior Military Officer or NCO, you already have a lot of annuity income. Does that mean annuities never make sense for you?
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