Financial Services Guidelines for Military OneSource financial

Financial Services Guidelines for Military OneSource financial Financial Services Guidelines for Military OneSource financial - Start

2018-09-19 2K 2 0 0

Financial Services Guidelines for Military OneSource financial - Description

s. ervices. All financial services are conducted by one of the following:. Accredited . f. inancial counselors. Certified credit counselors. Chartered financial consultants. Military OneSource financial counselors provide information and education, not advice.. ID: 671776 Download Presentation

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Financial Services Guidelines for Military OneSource financial




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Presentations text content in Financial Services Guidelines for Military OneSource financial

Slide1

Financial Services

Slide2

Guidelines for Military OneSource financial s

ervices

All financial services are conducted by one of the following:

Accredited financial counselorsCertified credit counselorsChartered financial consultantsMilitary OneSource financial counselors provide information and education, not advice.

Slide3

Financial counseling

Budgeting and general financial management

Debt management

Establishing and restoring creditConsolidating loansRestructuring debtHousingBuying, mortgages and home equity loansPreventing eviction

and foreclosure

Military-specific

financial matters

Identity

theft

Slide4

Financial planning

Investment

options

Stocks, bonds, money markets, mutual funds and CDsRiskElectronic tradingRetirementSavings plansTraditional, Thrift Savings Plan, 401(k), 457(b), 403(b)

Roth IRA and pensions

New

parents

and

children’s

education

Locating local

certified

f

inancial

p

lanners

Slide5

Access

free tax filing software

Electronic filing of federal and up to

three state returns

Tax

f

iling

Slide6

Tax consultation

Federal tax filing requirements

Allowable deductions

Tax exemptions and tax creditsIndividual Retirement Account deductionsForm W-2 and Form W-4

Divorce taxation

Capital gains

Self-employment

Filing extensions and

deployment

Slide7

Financial tools

Financial

calculators

Home financePersonal finance (car buying, college savings)Retirement Investment (savings and earnings)Financial

audio and video tips

Money management podcasts

Slide8

Access

How do I access financial tools, materials and counseling?


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