487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP
ChooseFI
Navigating Military Pension Planning
This chapter explores the complexities of military pension planning, emphasizing the importance of reaching the 20-year mark for eligibility and the transition to the Blended Retirement System. The conversation delves into the all-or-nothing nature of pension systems, the adjustments made under the new system, and the implications for military personnel's financial planning. Additionally, the chapter discusses the taxation of military pensions, state-level tax scenarios, and offers insights into financial planning strategies for military retirees.
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