487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP
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Financial Planning Considerations for Military Retirement
This chapter delves into various resources and considerations for financial planning before military retirement, including the significance of the Survivor Benefit Plan, pension plans for reservists, tax planning post military retirement, and the unique financial considerations for military retirees. An interview with a financial planner specializing in working with the military population provides action steps for optimizing financial plans, promoting the importance of sharing valuable information with others and accessing resources for ongoing support and education.
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