Leaving Active Duty: Advice and Guidance for Junior Milit...

Oct 2, 2015

Hi Everyone, I left the service in 2011 and recently wrote a book about the experience. The book contains examples of situations I...

BrianaHartzellUSAA's avatar
Thank you for sharing Dima!

Retiring in 2-3 years - Where should I put my savings?

Sep 17, 2015

I am 47 and am planning to retire from the military in the next 2-3 years. Last year I sold my house and still have about $40k lef...

BrianaHartzellUSAA's avatar
Dear SMkoe, Congratulations on your upcoming retirement and i also commend you for looking ahead to make a plan! I enco...

Can't find a clear answer

Sep 14, 2015

So the question I have is do member benefits change if you are separated from the Military with an OTH? If so what are the changes...

AngelaCabanUSAA's avatar
Dear Researcher1979, Here is what our expert had to say: USAA membership is open to anyone who has honorably served in ...
AngelaCabanUSAA's avatar
Dear Researcher1979, I have forwarded your question over to our bank. I will post here as soon as I hear back. Thank yo...


Sep 6, 2015

I would like to know r u still taking money for the auto insurance because u don't have a vehicle so could u please let me an my w...

AngelaCabanUSAA's avatar
Hi Mike, Would you please give us a call at 1-800-531-8722? A member services rep will be able to review your account, ...


Aug 19, 2015

Does USAA have a Roth IRA investment feature or accounts?

Blackice2's avatar
AngelaCabanUSAA's avatar
Hi BlackICE2, Yes, USAA does have Roth IRA investment accounts. If you visit the Investment Products page, you will get...

Tax friendly states/territories

Jul 1, 2015

I am writing to get advice on whether or not my military retirement will be taxed if I move to Washington, DC

AngelaCabanUSAA's avatar
Hi there Anacostia, welcome to the community! Iheartmybudget is correct, I would definitely give a tax expert a call to...
Iheartmybudget's avatar
I suggest you talk to a tax professional like HR block. Just walk or call in and ask your questions, they can usually l...

Financial Planner vs. Retirement Planner

Jun 27, 2015

What is the difference between a Financial Planner and a Retirement Planner? Does USAA offer retirement planning services that inc...

AngelaCabanUSAA's avatar
Hi Navy78240, The difference is that a financial planner helps you build and invest your money. Retirement planners do ...

Will my USAA benefits affected after being discharged fro...

Jun 13, 2015

Hi,Just curious about what happens to USAA benefits and membership after separation from the military?

GMC's avatar
Is this the same as a General Discharge?
BrianaHartzellUSAA's avatar
Hi H.C.! As long as the discharge is honorable, there is nothing that you need to do as all services and products you c...

Medical retirement pay

May 17, 2015

I am currently receiving retirement pay with income cap. Is there some type of investment or account where I can send my overage g...

BrianaHartzellUSAA's avatar
Hi Advice1, This is a great question for one of our financial experts. I encourage you to contact our team of Financial...

Roth IRA Contributions from a Tax Zone

Mar 16, 2015

I know that military members currently serving in a Combat Tax Exclusion Zone are able to contribute to their Roth IRA tax free. I...

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