Curt's Chalk Talk - Live! Non-qualified Plans
In your post military-retirement career, you might be offered equity compensation or a non-qualified retirement plan. They're a little complicated. Here is a primer on how they work.
In your post military-retirement career, you might be offered equity compensation or a non-qualified retirement plan. They're a little complicated. Here is a primer on how they work.
If you're a Retired Senior Military Officer or NCO, there is more than a slim chance that you could receive equity compensation like Restricted Stock. If you do receive Restricted Stock, you might want to make an 83(b) election. What is it?
Great news for those saving for retirement: there are now more 401(k) and TSP millionaires than ever before! Learn more about this significant milestone and how saving money in a 401(k) or TSP can add up.
As you progress through the initial stages of your military retirement, you may realize that your planned ultimate retirement doesn't sound that great anymore. That's o.k. and here are some things to do about it.
Taking a TSP loan is something we don't normally recommend for Active Duty Military Members. It may be the only choice to solve a problem though. In that circumstance, you'll want to know how one works.
Active and Retired Senior Military Officers and NCOs that participated in TSP have the option to take payments in the form of an annuity. What is an annuity, and should they do it?
The law covering how inherited IRAs are treated has been in existence for more than 4 years. The rules that cover them haven't been written/finalized until now. And... they're not simple.
Owning a business is a huge accomplishment, but it comes with considerations and potential challenges, including retirement planning. Learn more about why retirement planning is different for retired military business owners and what to consider.
Turning your residence into a rental is challenging from a tax perspective. That is even more so for Active and Retired Military Members. They need to watch out for and be aware of the rules for non-qualified use of a primary residence.
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