A financial analysis of retirement plan investment options for military personnel
Baker, Albert Randall
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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.
Approved for public release; distribution is unlimited.MBA Professional Report