Saving and Investing “Need to Knows” for Military Families
Illustrated characteristics of saving versus investing. Credit: Kristen Jowers.
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Keywords

personal finance
investment planning

Categories

How to Cite

O’Neill, Barbara, Martie Gillen, and Kristen Jowers. 2024. “Saving and Investing ‘Need to Knows’ for Military Families: FCS3391/FY1533, 1/2024”. EDIS 2024 (1). Gainesville, FL. https://doi.org/10.32473/edis-fy1533-2023.

Abstract

This publication is intended for family service providers, Extension agents and specialists, educators, and other professionals in the Military Family Readiness System. It discusses general and military-specific information about saving and investing money. Written by Barbara O’Neill, Martie Gillen, and Kristen Jowers, and published by the UF/IFAS Department of Family, Youth and Community Sciences, January 2024.

https://doi.org/10.32473/edis-fy1533-2023
view on EDIS
PDF-2024

References

Extension Foundation. (2023). Investing for Your Future. https://personal-finance.extension.org/investing-for-your-future/

GovInfo. (n.d.). Heroes Earned Retirement Opportunities Act. https://www.govinfo.gov/app/details/PLAW-109publ227

IRS. (2023). Armed Forces’ Tax Guide. https://www.irs.gov/forms-pubs/about-publication-3

IRS. (2022). Tax Exclusion for Combat Service. https://www.irs.gov/individuals/military/tax-exclusion-for-combat-service

OneOp. (2022). Thrift Savings Plan Updates for 2022. https://oneop.org/wp-content/uploads/2022/06/PF_TSP_081622F.pdf

Thrift Savings Plan. (n.d.-a). Expenses and Fees. https://www.tsp.gov/tsp-basics/expenses-and-fees/

Thrift Savings Plan. (n.d.-b). Lifecycle Funds. https://www.tsp.gov/funds-lifecycle/

Thrift Savings Plan. (n.d.-c). Mutual Fund Window. https://www.tsp.gov/mutual-fund-window/

Thrift Savings Plan. (n.d.-d). TSP Investment Options. https://www.tsp.gov/investment-options/

U.S. Army. (2023). Special Pay. https://myarmybenefits.us.army.mil/Benefit-Library/Federal-Benefits/Special-Pay

U.S. Securities and Exchange Commission. (2023). Saving and Investing for Military Personnel. https://www.sec.gov/securities-topics/military-investment-options

Copyright (c) 2024 UF/IFAS