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At any stage of your career, this practical guide helps you apply sound principles of financial planning to your military benefits, including military and civil service pay and allowances, TRICARE, SBP, and VA Benefits. Also reveals the practical side of Social Security, life insurance, savings, investments, taxes, and estate planning. This 97-page book includes 10 worksheets for a thorough self-assessment, over 50 easy-to-read charts for a quick understanding of complicated subjects, and 10 sections of directory, contact and glossary information.
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Active MOAA Member Price: FREE
Non-Member and Guest Price: $14.95
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TABLE OF CONTENTS
Chapter 1: Principles of Financial Planning
- Personal Data Worksheet
- List of Important People Worksheet
- Budget Worksheet
- Financial Goals Worksheet
Chapter 2: Military Pay & Allowances
- Military Information & Pay Worksheet
Chapter 3: Military Retirements
Chapter 4: TRICARE
Chapter 5: Social Security
Chapter 6: The Survivor Benefit Plan
Chapter 7: Veteran's Administration Benefits
Chapter 8: Civil Service Pay & Retirements
Chapter 9: Life Insurance
Chapter 10: Annuities
Chapter 11: Savings & Investments
Chapter 12: Federal & State Taxes
Chapter 13: Important Papers, Wills & Trusts
- Location of Important Documents Worksheet
Appendix A: Internet Resources
Appendix B: General Information Directory
Appendix C: Schedule of Monthly Loan / Mortgage Payments
To get your copy:
- Active MOAA members can call toll-free 1-800-234-6622 to have a printed copy mailed to them at no cost. (Login Required).
- Non-Members and Guests can call toll-free 1-800-234-6622 to have a printed copy mailed to them. Please have your credit card information readily available.
- Attention Life Members: Call your special access phone number to receive priority order status!
Orders for publications cannot be processed through our web site at this time. We apologize for any inconvenience.
** The discounted member price is available only to active MOAA members whose membership is current at the time the order is placed. To be considered a current regular or Auxiliary member in good standing, annual membership dues must be paid in full or member must have Life Membership.
Membership in MOAA is open to commissioned officers or warrant officers - active duty, retired, Guard, Reserve and former - in the U.S. Navy, U.S. Army, U.S. Air Force, U.S. Marine Corps, U.S. Coast Guard, U.S. Public Health Service and NOAA. Please allow 2 - 3 weeks for delivery.
