The deadline to file your tax return is April 15 – is your military family ready? Whether you feel confident about your taxes or have questions, we recommend you watch this insightful conversation, “3 Things Servicemembers Need to Know About Taxes.”
In under 17 minutes, AAFMAA Wealth Management and Trust LLC’s (AWM&T) Vice President of Financial Planning, Brittany Benassi CFP®, discusses key tax highlights for military families.
Tune in to discover:
- New contribution limits. Learn specific dollar amounts for your:
-TSP
-401(k)
-403(b)
-457
-Traditional IRA
-Roth IRA
- Saving in a Traditional TSP vs. a Roth TSP. And for military spouses, you’ll learn the benefits of the Military Spouse Eligibility Credit.
- State tax residency considerations for active-duty and military retirees. Understand the nuances of:
-Service Members Civil Relief Act (SCRA) of 2003
-Military Spouse Residency Relief Act (MSRRA)
-Reservist National Guard Tax Breaks
-Retired Tax Benefits
AWM&T: Your Trusted Military Financial Professionals
Although we are not tax professionals, AWM&T’s team provides tax-optimizing financial guidance and wealth management solutions exclusively to those who have served in the U.S. Armed Forces. To learn more about our suite of services, please contact a Relationship Manager or call 910-307-3500 today.
About Us
Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was created to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.
We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection. At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.
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