If you're a military service member or veteran with a military pension, the Thrift Savings Plan, and a career beyond the uniform, these services are built for you. Each one tackles a specific piece of your financial picture—and they work together. Choose the service that matches where you are right now, or explore all of them to see the full landscape of your planning needs.
TSP to IRA rollover
Separating with a traditional TSP? First Premier Bank covers the TSP to IRA rollover: combat zone money, the direct transfer, the 1099-R check and a 1-page roadmap.
Details →Military retirement planning
You get a 1-page roadmap with each decision, its due date and the numbers behind it, revisited once a year after the 1099-R from DFAS and the W-2 arrive.
Details →Survivor Benefit Plan analysis
The work takes about 90 days from the first call to signed paperwork.
Details →Tax planning for veterans
Putting every extra 457 dollar in Roth can cost a veteran $10K in tax.
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