Finance
How the Annual Gift Tax Exclusion Can be a Powerful Estate Planning Tool
Feeling generous? Get the basics on this IRS rule.
Get the latest on RMDs, and learn more about new regulations for the tax year.
Check out this primer on a topic of interest to many investors (And visit MOAA's COLA Watch, updated monthly).
This type of policy might be the right fit for your financial situation.
What makes MOAA's Financial Planning service different from other financial firms? We aren't a financial services firm. We don't sell financial products nor develop personalized financial plans.
We are financial counselors who have been in the financial business. We know how things work in financial firms. Our CERTIFIED FINANCIAL PLANNER™ professional now functions as an educator and counselor instead of a practicing adviser. You get a financial planner in your hip pocket for the cost of MOAA Premium or Life membership. Learn more about joining MOAA.
It's about you getting the upper hand. We are unbiased. We serve for your benefit. We are here to provide you an “insider's” insight you can't find anywhere else -- this service doesn't exist anywhere but MOAA. We are your trusted source information for financial products, services, news, and consumer assistance.
What's in it for you? We can…
We are your partner on issues concerning the financial decisions and worries you have in your life. Start with us if you don't know where else to turn for answers.
Shopping for a financial adviser? Check out our two-part guide.
Feeling generous? Get the basics on this IRS rule.
Target, Walgreens, and more businesses offer an array of deals. Find out where you can save.
Figures like these haven’t been seen in more than 40 years. How the process works, and what to expect.
Learn the latest from these grassroots efforts, and find out how you can get involved.
From managing a refund to making future tax calculations, these steps can get you closer to your financial goals.
Get familiar with updated regulations ... but don't forget to check your status as it applies to existing rules.