A Financial Analysis of Retirement Plan Investment Options for Military Personnel

Abstract

This project analyzes retirement investment options currently available to all US service members. Specifically, it reviews eligibility requirements to participate in several investment vehicles, including military pensions, the Uniformed Services Thrift Savings Plan (TSP), traditional and Roth IRA's, annuities and Certificates of Deposit (CD's). Analysis of three notional service member profiles reveals the projected returns with retirement investment options. The information in this report is intended for discussion and initial planning purposes only. It is designed to help service members understand a general course of action that can help meet retirement objectives.

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Document Details

Document Type
Technical Report
Publication Date
Jun 01, 2004
Accession Number
ADA424666

Entities

People

  • Albert R. Baker

Organizations

  • Naval Postgraduate School

Tags

Communities of Interest

  • Biomedical
  • Human Systems

DTIC Thesaurus Topics

  • Active Duty
  • Business Administration
  • Commerce
  • Education
  • Families (Human)
  • Federal Budgets
  • Financial Management
  • Governments
  • Investments
  • Military Personnel
  • Money
  • Personnel Management
  • Public Policy
  • Revenue
  • Social Security
  • United States
  • United States Government

Readers

  • Government and Public Administration Law.
  • Rehabilitation and Prosthetic Care for Military Service Members and Veterans with Limb Loss or Disability.