Retired Military Finances 201: Doing the 529 TwoStep
Looking for a "late game" way to reduce your college bills? Check out the 529 Two Step
Looking for a "late game" way to reduce your college bills? Check out the 529 Two Step
Tending to a garden can lead to a good harvest. It's also a good idea to tend to your UGMA/UTMA accounts and harvest some gains.
Tax season is almost over. If you're still working on your taxes, here are some things to watch out for. If you've already filed your taxes, there might be some things you want to watch for in the future.
There are a lot of things to deal with when a parent passes away. Grief being one of them. But if your deceased parent had an IRA, you might be able to save the surviving parent a lot of tax money if you consider extra IRA distributions in the year of death.
We generally recommend that you don't get your tax advice from social media. You'll hear people tell you to ignore your VA benefits when you're doing your taxes as they're not taxable. That doesn't mean they don't affect your taxes.
Let's face it, nobody likes to file taxes. And if you're in the military there are always a lot of other things tying up your time. Before it gets way to late, here are some tips to get your taxes done quickly.
More and more active and retired military members are receiving Form 1099-K. What is it? What should you do with it?
Holding rental real estate can be a good investment for military members. Disposing of that real estate can be a "taxing" event. One way to avoid that taxation is with an UPREIT.
Read the title again. Exchange funds (not exchange traded funds) are a unique tool that could benefit an admittedly small number of retired military members. That doesn't mean you shouldn't understand them.
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