Understanding Your Tax-Free Income Options After Military Retirement

Understanding Your Tax-Free Income Options After Military Retirement

Retirement comes with its own set of financial challenges, especially when it comes to managing your income and minimizing taxes. In this blog post, we will delve into the world of tax-free income options after retirement, specifically focusing on the experiences and advice shared by Trevor, Scott, and Mike, experts in financial planning for military retirees….

Customizing Financial Strategies: Unlocking Tax-Free Income for Military Retirees

Customizing Financial Strategies: Unlocking Tax-Free Income for Military Retirees

In this discussion: Ready to maximize your pension and benefits with our Wealth Insurance Strategy? Our Military Retirement Blueprint offers the training, strategies, and planning you need – including a free digital copy of Scott’s latest book: Don’t Forget Your War Chest – A Guide to the Military Retiree’s Survivor Benefit Plan Alternatives. Access our…

The Case for Permanent Life Insurance: Control, Returns, and Tax Advantages

The Case for Permanent Life Insurance: Control, Returns, and Tax Advantages

Mike, Scott, and Trevor discuss the benefits of permanent life insurance plans, like universal life insurance, compared to term life insurance for high performers and high-income earners. Permanent life insurance plans can provide higher returns of 6% to 8% annually with zero downside risk, tax-free growth, and more control. They note that term insurance is…

Is Military Pension Taxable? How Types of Money Can Affect Your SBP Decision

Is Military Pension Taxable? How Types of Money Can Affect Your SBP Decision

Understanding the Best Type of Money for Military Retirees: The Private Pension Strategy Is military pension taxable? As a military retiree, it’s important to understand the different types of money that are available to you in order to make the best decision about the Survivor Benefit Plan (SBP). While free money, tax-free money, tax-deferred money,…

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1035 Exchange: Avoid Taxes On A Surrender Life Insurance Policy For Cash Value

One of the biggest mistake Veterans make with their old whole life insurance policies is not realizing that it’s possible that a cash surrender value is taxable. This is completely avoidable because you don’t have to surrender a cash value life insurance policy to get access to your money. In fact, there’s a good reason…