The Veteran's Financial Playbook
A Guide to VA Compensation Management, Tax Strategy, and Long-Term Wealth Building
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About this book
The civilian retirement playbook does not account for tax-free disability income. Roth versus traditional, IRA versus 401(k), brokerage versus annuity: each of those choices can look different when a meaningful part of your income is tax-free. This guide explains how VA compensation fits into a financial plan, in general terms, so you can have a better conversation with a qualified financial professional.
Inside this book
- 1Your Rating Is Income: Understanding VA Compensation as a Financial Foundation
- 2The Combined Rating Formula and What It Means in Dollars
- 3Tax-Free Income: What Many Veterans Don't Understand
- 4Benefits Beyond the Check: What Opens Up at 30%, 50%, 70%, and 100%
- 5CRDP, CRSC, and Military Retirement Pay Coordination
- 6State-Level Benefits: Property Tax, Tuition, and Local Programs
- 7The VA Home Loan: Building Wealth Through Homeownership
- 8Debt Management and Predatory Lending Defense
- 9Investing, Savings, and Long-Term Financial Planning
- 10Estate Planning, Life Insurance, and Protecting Your Family
The book also points you to its free field guide, Organizing Your Benefits and Money, a short step-by-step companion you can download free, no signup.
Pairs with
Free guides and worksheets need no signup and no book. Books and workbooks are coming soon.
Free guideOrganizing Your Benefits and Money
Free worksheetFive Ten Twenty
Free worksheetNot All Five
Free worksheetTwo More Questions
Free worksheetVA Math Worksheet
Free worksheetWork History Record
J. Erickson
Author, educator, former veteran service officer.
J. Erickson is a service-disabled Air Force veteran. He served as a military firefighter and as a veteran service officer, where he spent years walking veterans through the same claims process he writes about now. He holds an MBA and writes plain-language guides for veterans who want to understand the system without a translator.
Read more about the author