Military Financial Planning Resources

Max perform your money and transition to civilian life

Please feel free to use these resources to set your financial planning flight path.

Important Numbers

Important Age Milestones

Important Dates

Can I contribute to a Roth IRA?

Can I contribute to a Backdoor Roth IRA?

Will my Roth IRA be taxed?

How should I fund college?

How can I start the year off right?

What Should I Ask a Prospective Financial Advisor?

Can I do a 1031 Exchange?

Common Estate Plan Elements

Should I Consider A Trust?

Estate Plan Considerations

Moving Out Of State Considerations