Finance
Retirees Get a Second Chance to Enroll In or Opt Out of the Survivor Benefit Plan
Anyone receiving retirement pay who hasn’t already enrolled in the SBP may take advantage of the open season in 2023.
Learn what SECURE Act 2.0 means for your financial plans, and join MOAA for a March 9 webinar.
What you need to know about when to renew ... even with an "indefinite" expiration date.
Get expert help from MOAA, and download a copy of our Estate Planning guide (Premium/Life member exclusive).
Retirement planning is the process of developing your retirement investing and savings goals and programs for a future retirement. Plus, it will help you create income and make your assets last throughout your retirement years. Sources of retirement income can include:
Even if you plan to make the military a career, don't assume that you military retired pay and Social Security will be enough to meet your needs. Too many people wait until their mid-to-late 40s to start seriously planning their retirement. This is a big mistake. Saving $250 a month at age 25 will yield approximately $872,000 at age 65 with an 8 percent return. Waiting until age 45 to start saving yields only $147,000 at age 65 - a $725,000 difference!
Below you'll find articles, publications, links and more as you begin your planning. Some of the resources are available only to MOAA Premium and Life members; click to join or to upgrade.
Want to know more about the Blended Retirement System? Click here for MOAA's presentation.
Anyone receiving retirement pay who hasn’t already enrolled in the SBP may take advantage of the open season in 2023.
The year-end federal funding bill includes updates to RMDs, contribution limits, and much more.
A major federal plan soon will close to new policies ... for two years. Here's how to find the right coverage for you.
Learn the basics on this important transition.
Join the retirement debate. You might pick up a few tips along the way.
MOAA's financial expert breaks down your options.