Recent USAA Atlanta Financial Center Conversations

I received a lot of email after my recent article on required minimum distributions (RMDs), the IRS-mandated withdrawals you normally must make from a traditional IRA once you turn 70½. While that kind of feedback isn’t unusual, it was a surprise that so many asked about the rules for someone who in...
Can someone please provide an update on when the USAA Atlanta Branch in Buckhead is scheduled to open?
There are some big changes coming to military retirement planning. The 2016 Defense Authorization Act will transform the military’s traditional, 20-year retirement system to a new blended system. The blend mixes the old — a defined pension — with the new — a new Defense Department matching contribut...
I was telling a friend about the great deal I got when I refinanced my VA-guaranteed home loan, and he was flabbergasted. “What a sweet program!” he said. “I wish I could get one of those.” Without military service, he’s not eligible. But his reaction got me thinking about what a good deal this prog...
“Make It Automatic” is the theme for Military Saves Week 2016, which kicks off Feb. 22. It’s an approach to saving and investing that can help you achieve financial security by bringing to life the concept of paying yourself first. Make it Automatic Take the Military Saves Pledge. Think about it: If...