Knowledge Base/Military Transition
Life milestone · 01Military Transition
Leaving active duty is a sequence of financial decisions with real deadlines, most of which nobody briefs you on. This kit lays out the sequence: what closes when, what the tradeoffs are, and how to fly the year around separation instead of reacting to it.
Read in any order.
The timeline ties them together.
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Orient · Timeline
Transition Timeline: Money Moves in the 12 Months Around Separation
→The sequenced plan for the year around separation. Start here if your separation date is on the calendar and you want the whole picture in order.
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Act · Checklist
The Financial Separation Checklist
→The time-sensitive actions after your last day in uniform, laid out as a runway of deadlines. SGLI, TRICARE, VA claims, DD-214, TSP, and more.
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Orient · Guide
What to Do With Your TSP After You Separate
→Leave it, roll it to a new employer plan, roll it to an IRA, or cash it out. The four options, the real tradeoffs, the age-55 rule, and the default-fund problem.
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Orient · Guide
VA Disability and Your Financial Plan
→How tax-free compensation actually changes your financial picture, why your effective income is higher than it looks, and what a 100 percent rating means for your family.
Kevin went through this transition himself after fourteen years in the Air Force. The kit is the guide he wishes someone had handed him: specific, sequenced, and honest about where the deadlines are.
Your transition isn't generic.
Your plan shouldn't be either.
These articles cover the common sequence. A discovery call covers yours: your timeline, your numbers, your family's situation.