Critical financial skills taught by professionals

• Tax benefits of retirement plans — Thrift Savings Plan (TSP), Roth TSP, IRA, Roth IRA
• Money management and cash flow
• Budgeting to manage spending
• Managing credit and debt
• How to invest and allocate investments for short-, intermediate-, and long-term goals
• Life insurance and long term care (FLTCIP) insurance
• Child education
• Estate and elder care planning
• Tax planning strategies
• Social security and Medicare
• Stealth taxes
• Retirement account withdrawals
• Safe retirement spending rate
• Ways to bequeath assets efficiently to heirs

View all U.S. Military eLearning

Be Money Smart — Take Charge Now

• 125 - for all military members

TSP, Retirement, and Financial Planning

• 111 — for Early-Career in High-36
• 130 — for Early-Career in Blended Retirement
• 113 — for Mid-Career in High-36
• 131 — for Mid-Career in Blended Retirement
• 115 — for Late-Career in High-36
• 132 — for Late-Career in Blended Retirement

Ready to Retire? Tax-Smart Investment and Cash Flow Planning

• 141 — for military members retiring in less than one year

Retired? Tax-Smart Investment and Cash Flow Planning

• 151 — for retired military members with a TSP

Plan Your Saving Strategy with the New TSP

• 120 — for all current military members

Customized for U.S. Military Retirement Systems

Blended Retirement (BRS)

For those who entered after January 1, 2018 OR those who switched from Legacy to BRS.

Hi-36

For those who entered or after September 8, 1980, but before August 1, 1986 OR entered on or after August 1, 1986 and did not choose Career Status Bonus and REDUX retirement.

Reviews

Adopt it and use it for employees. It’s a 24/7 way to educate employees on retirement and financial planning

The calculator that builds as the user progresses through the course is EXCELLENT.

Great course; great reference material. Appreciated the opportunity to have access to the information and work through my own specific situation on my own timelines (as opposed to getting all the info at once in a classroom setting and no time to work through my own situation).