Edgepoint Wealth Management Learning Centerhttps://edgepoinistwealth.com/#guidesIncome-first wealth management for military retireesen-us60Fri, 16 Oct 2026 09:00:00 +0000 SBP vs Life Insurance for a Military Spouse: The Edgepoint Wealth Management Checklisthttps://edgepoinistwealth.com/sbp-vs-life-insurance/https://edgepoinistwealth.com/sbp-vs-life-insurance/Tue, 13 Oct 2026 09:00:00 +0000Missing a notarized spouse signature can lock in full SBP by default. Edgepoint Wealth Management prices SBP vs life insurance on a $2,900 pension. TSP vs IRA after retirement: a newly separated E-8 weighs fund costs, access and Roth ruleshttps://edgepoinistwealth.com/tsp-vs-ira-after-retirement/https://edgepoinistwealth.com/tsp-vs-ira-after-retirement/Sun, 11 Oct 2026 09:00:00 +0000Leave the TSP or move it? A $410,000 example shows the fee gap and Roth rules. Edgepoint Wealth Management gives the table and a rule for staying put. What does the Blended Retirement System vs High-3 pension gap cost you?https://edgepoinistwealth.com/blended-retirement-system-vs-high-3/https://edgepoinistwealth.com/blended-retirement-system-vs-high-3/Fri, 09 Oct 2026 09:00:00 +0000Blended Retirement System vs High-3: how big is the pension gap? About $800 a month at 20 years. Edgepoint Wealth Management shows the math. How to time a military pension and Social Security claim at age 62https://edgepoinistwealth.com/military-pension-and-social-security/https://edgepoinistwealth.com/military-pension-and-social-security/Thu, 08 Oct 2026 09:00:00 +0000Filing early, then drawing a 403(b), taxes more of your benefit. Edgepoint Wealth Management shows how a military pension and Social Security fit together. TSP G Fund in Retirement: A 5-Year Rule and a $150,000 Worked Examplehttps://edgepoinistwealth.com/tsp-g-fund-in-retirement/https://edgepoinistwealth.com/tsp-g-fund-in-retirement/Tue, 06 Oct 2026 09:00:00 +0000Too much or too little cash costs real money. Edgepoint Wealth Management sizes the TSP G Fund in retirement at 5 years of your pension gap. A Roth conversion for a military retiree doesn't save tax unless the rates line uphttps://edgepoinistwealth.com/roth-conversion-military-retiree/https://edgepoinistwealth.com/roth-conversion-military-retiree/Sat, 03 Oct 2026 09:00:00 +0000Withholding tax from a conversion can add a 10% penalty. Edgepoint Wealth Management shows Roth conversion for a military retiree, with $40,000 math. How Edgepoint Wealth Management Approaches the Question of Whether VA Disability Is Taxablehttps://edgepoinistwealth.com/is-va-disability-taxable/https://edgepoinistwealth.com/is-va-disability-taxable/Fri, 02 Oct 2026 09:00:00 +0000Missing a back-pay refund can cost $4,608. Edgepoint Wealth Management shows whether VA disability is taxable, and the Roth room it opens. The Edgepoint Wealth Management Guide to a Second Career After the Military: 6 Tax Mistakes to Avoidhttps://edgepoinistwealth.com/second-career-after-military-mistakes/https://edgepoinistwealth.com/second-career-after-military-mistakes/Thu, 01 Oct 2026 09:00:00 +0000Starting a second career after the military? Stay under $24,500 in shared deferrals. Edgepoint Wealth Management gives 6 mistakes, fixes and a table. TSP Balance Needed to Retire at 57 With a Military Pension (a Walkthrough from Edgepoint Wealth Management)https://edgepoinistwealth.com/tsp-balance-needed-to-retire/https://edgepoinistwealth.com/tsp-balance-needed-to-retire/Thu, 24 Sep 2026 09:00:00 +0000What TSP balance is needed to retire early with a pension? Often $780,000 in one case. Edgepoint Wealth Management shows the gap math and a table. CRDP vs CRSC for Rated Military Retirees With 20 Years In and a Second Careerhttps://edgepoinistwealth.com/crdp-vs-crsc/https://edgepoinistwealth.com/crdp-vs-crsc/Mon, 21 Sep 2026 09:00:00 +0000CRDP vs CRSC: which pays more after tax? Short answer: compare after-tax cash. Edgepoint Wealth Management gives a table and a worked example. Which TSP installment payments work best around a military pension?https://edgepoinistwealth.com/tsp-installment-payments-compared/https://edgepoinistwealth.com/tsp-installment-payments-compared/Sun, 20 Sep 2026 09:00:00 +0000Automating TSP installment payments can cost a retiree $2,920.80 in Medicare premiums. Edgepoint Wealth Management shows how to time them. How to use questions for a military financial advisor to test pension advicehttps://edgepoinistwealth.com/questions-military-financial-advisor/https://edgepoinistwealth.com/questions-military-financial-advisor/Sat, 19 Sep 2026 09:00:00 +0000Weak advice can cost $5,355 in Part B. Edgepoint Wealth Management gives questions for a military financial advisor on SBP and High-3. Military Retirement Checklist: 7 Money Deadlines in the Last 24 Monthshttps://edgepoinistwealth.com/military-retirement-checklist/https://edgepoinistwealth.com/military-retirement-checklist/Fri, 18 Sep 2026 09:00:00 +0000Skipping DD Form 2656 or the TRICARE window can cost thousands. Edgepoint Wealth Management's military retirement checklist orders each deadline. TSP Roth vs traditional: why 'Roth can't take tax-free pay' is a costly mythhttps://edgepoinistwealth.com/tsp-roth-vs-traditional/https://edgepoinistwealth.com/tsp-roth-vs-traditional/Tue, 15 Sep 2026 09:00:00 +0000TSP Roth vs traditional on active duty? Roth usually wins when a pension stacks on a salary. Edgepoint Wealth Management shows the math and an age table. TRICARE for Life and Medicare Part B: The Premium Your Pension Payshttps://edgepoinistwealth.com/tricare-for-life-medicare-part-b/https://edgepoinistwealth.com/tricare-for-life-medicare-part-b/Mon, 14 Sep 2026 09:00:00 +0000TRICARE For Life and Medicare Part B: does income raise the premium? Yes, via IRMAA. Edgepoint Wealth Management gives the 2026 tier table. Edgepoint Wealth Management's Guide to State Tax on Military Retirementhttps://edgepoinistwealth.com/state-tax-on-military-retirement/https://edgepoinistwealth.com/state-tax-on-military-retirement/Fri, 11 Sep 2026 09:00:00 +0000Moving after your last duty station? State tax on military retirement may differ by $1,440 a year in our example. Edgepoint Wealth Management shows the math. Sequence of Returns Risk in Retirement When Your Pension Covers Halfhttps://edgepoinistwealth.com/sequence-of-returns-risk-pension/https://edgepoinistwealth.com/sequence-of-returns-risk-pension/Thu, 10 Sep 2026 09:00:00 +0000A $60,000 draw after a down year costs more. Edgepoint Wealth Management shows sequence of returns risk in retirement with a pension covering half. The 4 percent rule with a pension: a veteran retiring at 44 with a TSPhttps://edgepoinistwealth.com/4-percent-rule-with-pension/https://edgepoinistwealth.com/4-percent-rule-with-pension/Tue, 08 Sep 2026 09:00:00 +0000Treating a 4 percent draw as spendable cash gets costly at tax time. Edgepoint Wealth Management tests the 4 percent rule with a pension, using a $12,400 gap. What happens if your TSP beneficiary designation form is out of date?https://edgepoinistwealth.com/tsp-beneficiary-designation-mistakes/https://edgepoinistwealth.com/tsp-beneficiary-designation-mistakes/Sat, 05 Sep 2026 09:00:00 +0000Does an old TSP beneficiary designation form beat your will? Often yes. Edgepoint Wealth Management shows the errors, the tax angle and the fixes. How to handle a TSP loan before separation without a surprise tax billhttps://edgepoinistwealth.com/tsp-loan-before-separation/https://edgepoinistwealth.com/tsp-loan-before-separation/Fri, 04 Sep 2026 09:00:00 +0000Skipping a $30,000 TSP loan before separation can cost $6,600 in tax. Edgepoint Wealth Management shows how to handle the unpaid balance.