A financial analysis of retirement plan investment options for military personnel
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Authors
Baker, Albert Randall
Subjects
Retirement Planning for Military Personnel.;
Advisors
Franck, Raymond
Roberts, Nancy
Date of Issue
2004-06
Date
June 2004
Publisher
Monterey California. Naval Postgraduate School
Language
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.
Type
Description
MBA Professional Report
Series/Report No
Department
Graduate School of Business & Public Policy (GSBPP)
Organization
Identifiers
NPS Report Number
Sponsors
Funder
Format
xvi, 43 p. : ill. (some col.) ; 28 cm.
Citation
Distribution Statement
Approved for public release; distribution is unlimited.
Rights
This publication is a work of the U.S. Government as defined in Title 17, United States Code, Section 101. Copyright protection is not available for this work in the United States.