Need help? The Financial Tools and Resources section is designed to provide you extra help as you put together your own financial plan, with timely articles, powerful financial calculators, and links to other useful financial sites.
Just when you think the IRS speaks in another language, the Taxpayer Advocacy Panel may be able to help. Read the story by fellow MOAA member John Kim who happens to be a member of the Taxpayer Advocacy Panel in Hawaii. John provides some useful insights. (From our Financial Frontlines TM Blog)
Download a detailed presentation on the tips, traps, and strategies for maximizing your benefits and putting more money in your pocket.
Use these quick and easy calculators to get the right figures when making important decisions on debt management, mortgage comparisons, retirement planning, and more.
These helpful financial tips are reprinted with permission from the book Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions by Sheryl Garrett, CFP® with Marie Swift and The Garrett Planning Network.
Former Army Capt. Phil Dyer, MOAA's CFP, answers your frequently asked financial questions
NOLO provides valuable information on legal terms, estate planning and real estate issues to assist you with all of your financial needs.
Learn how to preserve and pass on your wealth in this presentation given by Shane Ostrom of MOAA's Benefits Administration department.
Get your financial house in order with these helpful articles from Today's Officer.
Experts from MOAA’s financial partner Pentagon Federal Credit Union offer their top 10 financial tips for savvy consumers, and highlight exclusive offers for MOAA members.
