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 Beyond the Military
Transition Assistance Program

Helping military families go from where they are today to where they
want to be, financially.

We are a military family, so not only do we know what you are going through, we specialize in helping military personnel understand their benefit options when transitioning and other government employees navigate their retirement packages maximizing their pensions and TSP payouts. 

 

You worked hard to protect and serve, now it's time to protect what you have worked hard to earn.  We specialize in helping military families maximize their benefits while they are in, so they can maximize financial independence when they get out!

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We serve all Active/Non-Active Duty or Retired personnel and spouses.​


We provide FREE information designed to review benefit selections and create a Money GPS that will serve you throughout your career and beyond.

 

Imagine having information to help you:


1) Understand your options to make the right selections for you and your family.


2) Learn how to maximize selections you may have already made.

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3) Have confidence that the selections you make in TAP Class or when transitioning out will maximize your Money GPS.

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Get answers to the questions below and more... as we help you create your road map to a more secure future.


FAQs of military personnel transitioning out:

 

Q: Should I opt-in to the Survivor Benefit Plan (SBP)?
Learn whether the SBP is right for you and your long-term goals.  Understand how the SBP and other benefits work together and explore the options to maximize your selections.

 

Q: Is Veterans Group Life Insurance (VGLI) my only choice?
Learning who it is most suitable for and why, will help you understand if you may qualify for other options.  Also, learn more about its “step-up” premiums.

 

Q: How do I begin planning for retirement?
Do you know what your goals are? Do you understand your “risk profile?”  Do you know how to earn higher rates of return? If you answered "No" to any of these questions, your financial security could be in jeopardy.

 

Q: Will my retirement pay, BRS or TSP be enough during retirement?
You may be at risk if you don’t know the factors to calculate how much money you will need during retirement and how tax-deferred vs. tax-free savings should be factored in.  One misstep can make the difference between having your nest egg grow to its greatest potential.

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FAQs of government employees ready to retire: 

 

Q:  Why does my retirement package have two different amounts on it for my monthly annuity.

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Q:  Is my retirement pay based on my defined contribution plan and my TSP?

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Q:  How do I know which box to mark for annuity payouts based on my whole retirement income?

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You have questions... we have answers.

 

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Feel free to join our Facebook Group "Every Day's a Money Day"
https://www.facebook.com/groups/everydaymoneyday/

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