Financial Services. 2 Financial Services - Guidelines for Military OneSource financial services All financial services are conducted by one of the following:

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Presentation transcript:

Financial Services

2 Financial Services - Guidelines for Military OneSource financial services All financial services are conducted by one of the following: Accredited financial counselors Certified credit counselors Chartered financial consultants Military OneSource financial counselors provide information and education, not advice.

3 Financial Services - Financial counseling Budgeting and general financial management Debt management Establishing and restoring credit Consolidating loans Restructuring debt Housing Buying, mortgages and home equity loans Preventing eviction and foreclosure Military-specific financial matters Identity theft

4 Financial Services - Financial planning Investment options Stocks, bonds, money markets, mutual funds and CDs Risk Electronic trading Retirement Savings plans Traditional, Thrift Savings Plan, 401(k), 457(b), 403(b) Roth IRA and pensions New parents and children’s education Locating local certified financial planners

5 Financial Services - Access free tax filing software Electronic filing of federal and up to three state returns Tax filing

6 Financial Services - Tax consultation Federal tax filing requirements Allowable deductions Tax exemptions and tax credits Individual Retirement Account deductions Form W-2 and Form W-4 Divorce taxation Capital gains Self-employment Filing extensions and deployment

7 Financial Services - Financial tools Financial calculators Home finance Personal finance (car buying, college savings) Retirement Investment (savings and earnings) Financial audio and video tips Money management podcasts

8 Financial Services - Access How do I access financial tools, materials and counseling?