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?

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...

Military Separation Checklist Unusable

Mar 12, 2015

The USAA separation checklist is pretty much unusable. It seemed like a good list for keeping track of various tasks, especially f...

AngelaCabanUSAA's avatar
Hi Jessie! Thank you so much for your feedback. We implemented an upgrade back in early April and would love for you to...

7 Things I Wish They'd Told Me About Military Retirement

Mar 11, 2015

We are coming up on a year, sports fans. One. Whole. GLORIOUS. Year. And, I've come to realize there were so many things "they" te...

WendyPolingUSAA's avatar
BMax, Thank you for sharing your insights on life in Retirement!

College Savings

Jan 5, 2015

The College Savings Goal should consider Post 9/11 GI Bill. When setting savings goals for college, the planner should consider GI...

Retirement Planner

Jan 5, 2015

The Retirement Planner should consider and track military retirement. So when you set savings goals and plan for retirement income...

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