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Books and Guides - MOAA Info Exchange®

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Reap the benefits of membership when you use the award-winning MOAA Info Exchange® - your most reliable resource for plain-English guidance on maximizing your hard-earned military benefits.

MOAA's long history of counseling officers in all stages of life and career gives us the insight and expertise needed to provide you with reliable and accurate guidance. For fastest service, call toll-free (800) 234-6622 to place your order. Be sure to provide your membership number to receive your Member discount**!

Attention Life Members: Call your special access phone number to receive priority order status.

Aging into Medicare and TRICARE For Life

Aging into Medicare and TRICARE For Life

When you become eligible for Medicare, you become eligible for TRICARE For Life (TFL). MOAA developed this reference guide to answer beneficiaries’ frequently asked questions. Inside, you’ll find all the information you’ll need to make the transition to TFL. Use the resources page and "Aging Into Medicare and TFL" checklist to ensure you understand the change. 

 

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Auxiliary Checklist

Auxiliary Checklist

This handy checklist can help when you've lost a loved one who was married to a servicemember and may receive benefits based upon that service. This checklist prioritizes the "must-dos" concerning finances, insurance and military benefits when those are the last things on your mind. It includes contact telephone numbers and Web site addresses - and even sections for notes - to make your tasks easier. MOAA members: FREE download available.

 

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Benefits and Financial Planning Guide

Benefits and Financial Planning Guide

Your career and personal life consume your days. Still, critical financial responsibilities demand a part of your attention. MOAA wants to help make it easier for you to understand some of these essential benefit programs and financial issues so you can get back to the things you want to do.

 

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College Prep: Military Education Guide

College Prep: Military Education Guide

If you're daunted by rising tuition costs (or know someone who is), MOAA's Military Education Guide is chock-full of useful information about financial aid options, which degrees will pay off, and how to get the most from the GI Bill.

 

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Council and Chapter Policies and Procedures Guide

Council and Chapter Policies and Procedures Guide

MOAA's 2009 revision of the guide provides detailed information and suggestions regarding the formation, organization and management of MOAA state councils and local MOAA chapters. This is the primary reference for council and chapter leaders on all matters pertaining to MOAA's chapter system.

 

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Estate Planning

Estate Planning

Use this guide to help develop a coherent estate plan for the orderly distribution of your assets, the protection of minor children, planning for potential incapacity, and avoiding unnecessary (and costly) probate fees and estate taxes.

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Family Matters: A Personal Inventory for Peace of Mind

Family Matters: A Personal Inventory for Peace of Mind

This publication is a tool to help you organize all your crucial information in one compact workbook and keep it handy, readily accessible right at home. Developed with the currently serving officer and their family in mind, these interactive worksheets can be completed and stored on your personal computer. The workbook is divided up into sections, so it’s even easier than ever to update only the information that changes with each PCS or other significant life event.

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Focus on You: A Career Handbook for Spouses

Focus on You: A Career Handbook for Spouses

The military lifestyle brings with it the promise of travel, adventure and new experiences. On the flip side, it also guarantees a transient lifestyle, picking up and starting over every few years and challenges to maintaining a career outside the home. This publication will be a helpful resource to you in your pursuit of a career outside the home.

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Former Spouse Benefits

Former Spouse Benefits

The Uniformed Services Former Spouses’ Protection Act (USFSPA or FSPA) provides numerous benefits for former spouses of military retirees, but information about these benefits is sometimes difficult to locate. This booklet covers benefits that may be available to certain former spouses such as retired pay, medical, commissary exchange and MWR benefits. It also addresses Survivor Benefit coverage for a former spouse and the subject of Tax Reporting for division of Military Retired Pay as property under FSPA.

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Guard/Reserve Retirement Checklist

Guard/Reserve Retirement Checklist

You'll want to consider each of these important areas and review their applicability to you as you approach your full retirement age 60. Keep this checklist available to check off each item as you go.

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Help Your Survivors Now: A Guide to Planning Ahead

Help Your Survivors Now: A Guide to Planning Ahead

One of the most important gifts you can give your family is a well-thought-out plan to take care of them after you're gone. This 80-page book guides you through ensuring your hard-earned military benefits are available to your survivors. With easy-to-follow charts, contact information, and sample forms, this comprehensive guide also includes the tear-out Personal Affairs Workbook (a $7.95 value) to help you keep your affairs in order. (This publication is currently available online only. Print editions will be available in the future.) 

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Marketing Yourself for a Second Career: A Guide for a Successful Transition

Marketing Yourself for a Second Career: A Guide for a Successful Transition

A booklet that contains comprehensive advice on planning and conducting an effective job-hunting campaign.  This publication is only available to MOAA members.

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Military Entitlements: Benefits for Guard & Reserve

Military Entitlements: Benefits for Guard & Reserve

Discover the benefit options available to you and find out what you need to do to take advantage of them. This publication includes worksheets and easy-to-follow charts to help you calculate qualifying service, retired pay, and survivor annuity amounts; meet application deadlines; and determine your best health insurance options.

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Military Family Legislative Action Guide

Military Family Legislative Action Guide

MOAA’s online publication provides military spouses and their families with the tools to help make a difference on legislative issues that have a big impact on the military community.

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The MOAA Investors’ Manual

The MOAA Investors’ Manual

You have a full life balancing work and personal commitments. Yet, your future depends on how well you save and invest so you can afford to retire. Investing is not something you can do by the seat of your pants. Every time something goes wrong, it can delay your future plans by years. You don’t want to take on another life commitment like becoming an investment expert. The MOAA Investors’ Manual is here to help. It's packed full of solid investment concepts based on history and experience, so now you can relax about your investments and future and concentrate on your life. 

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Officer's Guide: Navigating Your Way Through a Military Career

Officer's Guide: Navigating Your Way Through a Military Career

MOAA helps you navigate your way through your military career with useful information about permanent-change-of-station moves, deployments, educational and professional development, career transitions, and more. This guide also serves as a one-stop shop for important contact information for military programs and services.

Personal Affairs Action Guide: A Personal Inventory for Peace of Mind

Personal Affairs Action Guide: A Personal Inventory for Peace of Mind

This online inventory provides a mechanism for organizing crucial information for your loved ones from investments, to legal documents, insurance policies and more. You have the option to complete this downloadable guide to save as a digital record on your computer or as a hard-copy file to place with your other important documents.

Protect your loved ones today – fill it out now!

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Remarriage Guide

Remarriage Guide

For surviving spouses of servicemembers, remarriage can make you ineligible for some military benefits and programs. MOAA hopes this publication will help you understand what benefits you are entitled to as asurviving spouse and what changes you can expect after you remarry.

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SBP Made Easy: Active Duty Guide to the Survivor Benefit Plan

SBP Made Easy: Active Duty Guide to the Survivor Benefit Plan

Appropriate for any currently-serving servicemember, this 12-page booklet describes the basics of the Survivor Benefit Plan (SBP) - including signing up for SBP at retirement, program costs and benefits, and available benefits in the event of death while on active duty. MOAA members: FREE download available.

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Security on Call: Survivor Benefits for Guard & Reserve

Security on Call: Survivor Benefits for Guard & Reserve

Exclusively for Guard members and Reservists who are approaching the completion of their 20 qualifying years of service, this short, 12-page booklet covers the basics of the Reserve Component Survivor Benefit Plan (RCSBP) program, including: premiums, enrollment, and costs. Also contains helpful information about RCSBP for those already in the "gray area" between completing 20 qualifying years and receiving retired pay at age 60. MOAA members: FREE download available.

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Seven Steps to a Better Military Retirement

Seven Steps to a Better Military Retirement

Considering retiring from the military? Don't make a move without first consulting our step-by-step guide to making this major decision that has profound effects. Knowing the bottom line in advance using this 12-page guide helps you create a smooth transition - no matter what path you head out on. MOAA members: FREE download available.

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State Report Card

State Report Card

Is your state doing all it can to improve quality of life for military people -- retirees, veterans, spouses, and children? MOAA’s 2012 state-by-state assessment evaluates 12 key indicators of military friendliness in all 50 states and the District of Columbia. The result is both a handy resource and a compass for state-level advocacy. FREE download available.

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Survivor Benefit Plan: Security for Your Survivors

Survivor Benefit Plan: Security for Your Survivors

Why do 78% of officers participate in the Survivor Benefit Plan (SBP)? Find out the benefits and options available to you and your family regarding this cornerstone of a sound estate plan. This 48-page book helps you define your specific needs, costs and benefits with at-a-glance charts, FAQs, and worksheets so you can make smart money decisions with a long-term impact. MOAA members: FREE download available.

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Survivor's Checklist: First Steps for Moving On

Survivor's Checklist: First Steps for Moving On

Keep this checklist on hand to refer to when dealing with a death in the family. While not exhaustive, this list is intended as reminder for surviving spouses about the many subjects that need attention at the time of death of an MOAA member.

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Transition Guide

Transition Guide

It's smart to have transition in mind as you approach the last few years of your military career. MOAA's Transition Guide: Transition Game Plan aims to put you in a stable footing with the latest advice about post-service education, career strategies, and personal matters like household finances and health care options.

Turning the Corner: Surviving the Loss of a Loved One

Turning the Corner: Surviving the Loss of a Loved One

If you've recently experienced the loss of a loved one - whether in the military or not, this 24-page booklet can help you navigate the passage from grief to peace. Be guided by the voices of those who have been there and learn how to find helping hands and take care of yourself when you need to.

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Understanding Long Term Care

Understanding Long Term Care

Facing longer life expectancies, rising costs of care, and tighter government restrictions, many are planning ahead for long term care. Check out this booklet to find out what you need to know now.

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Undue Sacrifice

Undue Sacrifice

Offsets affecting disabled servicemembers and their survivors deprive retirees of their service-earned retired pay and cut compensation amounts for survivors by up to $1,215 a month.
 

Your Guide to Military Burials

Your Guide to Military Burials

This booklet answers questions former and retired military personnel and their families ask most frequently about military burial. Eligibility for burial, locations of federal, state and post cemeteries, burial at sea and deaths abroad are all covered here. Although considered accurate and up to date as of the date of publication, this is not an official publication of the uniformed services or any government agency.

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Interactive Forms

Interactive Forms

Plan for the future and make sure your hard-earned military benefits are available to your survivors after you're gone by using these interactive worksheets. The MOAA fill-in .PDF forms can be used by your survivors to put your affairs in order, and help them deal with the paperwork and notifications that follow death.

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