Retiring from military to civilian life is more than just a career change—a complete lifestyle shift requiring a new financial mindset. For military retirees, financial security and flexibility are paramount. Indexed Universal Life (IUL) insurance is an underutilized yet potent financial tool that addresses these needs. At US VetWealth, we believe that IUL should be…
Today, we will discuss my former life as a military financial advisor in its traditional form. Then, I’ll share my journey into creating wealth insurance consulting, which focuses exclusively on military retirees and career military families. I will also discuss where the industry is going and maybe a little bit about how the difference between…
When you want to begin using your money, you can initiate a TSP withdrawal from the TSP.gov website. This new phase of starting to use your money may cause concerns about ensuring you never run out of money in retirement. A safe alternative to taking a TSP withdrawal is to transfer your Thrift Savings Plan to…
Short Answer: Unfortunately, you cannot avoid the risks of TSP losses and taxes on a Thrift Savings Plan. We’ve all heard it. In this life, two things are inevitable: death and taxes. But unlike death, the effects of taxation can be mitigated. Income taxes mean something very different for a 35-year-old professional than a 70-year-old…
There is one major problem that everybody ignores. Yet, I think this is the most significant cost over any individual’s lifetime and the greatest risk to the American people and the American way of life: taxes. I encourage you to understand the true history of the tax code in America, where it comes from, why…
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