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119 Beaver Street, Jacksonville, FL 32202, United States

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Plan Your Military Transition

Request a free conversation about your military pension, TSP, and second-career finances. No obligation.

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How First Command Financial Services Helps

First Command Financial Services helps military service members and veterans manage major money decisions that come with a military pension, Thrift Savings Plan contributions, and a second career path. These services work together: some address your pension and survivor benefits, others handle your TSP and retirement accounts, and still others support your income strategy and Social Security timing. Start with the service that matches your immediate question.

Military retirement planning

The work runs about 12 weeks from the first conversation to the finished written plan.

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TSP rollover to an IRA

The work takes about 90 days, with a written decision by week 6.

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Survivor Benefit Plan election

The election settles how much of your gross retired pay to cover.

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Investment management for veterans

Expect the setup to take weeks rather than days, because the TSP and IRA custodians confirm beneficiary forms and transfers by mail.

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Blended Retirement System planning

Households receive a written plan after 2 video conversations.

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Roth conversion strategy

The written plan holds a year-by-year conversion table running to the first RMD at age 73 or 75, and it is reviewed in 1 video conversation each fall, before the December 31 conversion deadline.

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Second-career 401(k) planning

The household receives a written plan with 3 numbers to enter at enrollment.

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Social Security planning for veterans

At 60 a survivor benefit can start; at 70 delayed credits stop.

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