Finance
What You Should Know About IRS Changes for the New Year
From tax rates to retirement account limits and more, get up to speed before it’s time to file.
As MOAA's Program Director, Financial and Benefits Education/Counseling, Lila Quintiliani, ChFC®, AFC®, develops and manages MOAA’s financial and benefits counseling, education, consumer advice, staff consultant and training programs. She provides members personalized, comprehensive, timely and appropriate financial advice and military/veterans benefits information assistance. She also conducts off-site classes and presentations to educate audiences in financial topics such as investments, retirement planning, risk management, insurance, savings programs, credit issues, taxes, estate planning, consumer awareness, survivor issues, and military/veterans/corporate benefit programs. She serves as the staff subject matter expert on financial and benefits matters to support MOAA’s legislative, marketing, and member product/service efforts, and provides financial and benefit content for MOAA’s print/electronic publications and multimedia channels.
From tax rates to retirement account limits and more, get up to speed before it’s time to file.
This updated MOAA resource includes a new deadline for Federal Long Term Care Insurance Program (FLTCIP) enrollees.
A recent MOAA webinar on this sometimes-confusing program tackled several topics of member interest.
Open season still lasts until Jan. 1, but you’ll have to begin the enrollment process earlier than expected to get a cost estimate.
Having a plan in place can make all the difference for your financial future. Follow these four tips.
Unsure whether you need an adviser, or which type might be right for you? Get answers to some common questions.