Redeployment Wealth Strategies

TSP I fund will implement a long-awaited improvement in 2024. Military service members and federal employees don’t have to be as excited as we professional nerds are about this, but it’s okay if you get a little excited about it. This is a no-kidding deal.

After years of delays, the TSP’s I fund will track a new index starting in 2024 | Federal News Network After several years of delays and controversy, the TSP’s I fund will transition to tracking a new, broadened benchmark index, but will exclude investments in China and Hong Kong.

MFAA's First Ever AMA - seems likely some of the RWS team will be there!
It's free, but you need a ticket from Eventbrite.
https://www.eventbrite.com/e/military-financial-advisors-associations-ask-me-anything-tickets-665660838487?

Military Financial Advisors Association's Ask Me Anything Financial professionals who work with military families and veterans will answer financial questions military members have.

RWS's Becky Noss talks about her road from Military Spouse to Financial Planner.
And congrats to Becky Noss for passing the CFP Exam in July!

https://open.spotify.com/episode/0NB5E5PBlTuLYBWKTiJxDm?si=4e92391270494fe6

Breaking into the Planning Profession with Becky Noss Listen to this episode from Military to Financial Planner Podcast on Spotify. I’m pleased to welcome Becky Noss in this episode. She is a Lead Planner at Redeployment Wealth Strategies where she analyzes client situations, builds financial plans, meets with clients to help review implementation, a...

https://www.wsj.com/articles/retirement-age-55-60-money-adfa6aa5

We seem to be quotable. 😀

A Military Scientist Wants to Retire at 55 or 60. Will He Have Enough Money? An adviser suggests how he can shore up his finances and set aside money for his four children.

Our Friend Kate Horrell wrote something EVERYBODY with student loans should read:

Public Service Loan Forgiveness - Military Service Counts, too • KateHorrell Military service can count for the Public Service Loan Forgiveness Program - and special rules make even more people eligible right now.

A recent Tax Court case sheds some light on the differences in tax treatment of VA disability benefits and military pensions.

Is My Military Retired Pay Tax Free if I have a VA Disability Rating? - NO! - Military Financial Advisors Association Does your VA Disability Rating make your Military Retirement Pay Tax-Free? Some say yes, some say no. Here's the real story!

That's a good looking group! 😀

Some new faces on the MFAA Board of Directors for 2022-2023. 😎

The team attended the inaugural Military Money Conference last week. Nobody needed round-trip airfare...we all floated home. This was an absolutely TERRIFIC conference, and we CAN'T WAIT to attend next year's edition!

MilMoneyCon23 I'm going to !

Nice opportunity to win a free book about military money!

Book Giveaway: The Military Money Manual • KateHorrell Win The Military Money Manual book by Spencer C. Reese. Make the most of your military pay and benefits with this simple guide.

I think I know the author! 😀

2021 Tax Updates - Military Financial Advisors Association Understanding 2021 Tax Updates (before you file your taxes) This meme pops up in my social media feed from time to time: It’s clever and a bit funny, but the sad truth is that it would be pointless to teach the specifics of taxes in school. Unlike parallelogram rules, tax rules change every year. ...

Sean was on Lacey Langford's Military Money podcast this week, translating annuities from financial gobbledygook to plain English. You can listen to it wherever Lacey's podcast streams. https://open.spotify.com/episode/3Ex9JaiZYkNaAMzXHVK0uQ

Are Annuities a Good Investment? Listen to this episode from Military Money Show on Spotify. Are annuities a good investment is a question financial professionals get asked a lot. It’s asked a lot because they can be confusing. You may not understand what they are, how they work, and who they are for. Sean Gillispie is a financia...

Check it out - we were featured in the XYPN Annual Report. 😎