Financial & Legal
Managing money and legal affairs are part of mission readiness. Military OneSource provides strategies on consolidating and paying down debt, saving for retirement or college, investing for income growth and creating a financial plan that will lead to security. Explore estate planning and legal paperwork that protects you and your family from mishaps. And find out how MilTax, Military OneSource’s free tax services, can make quick work out of tax preparation and filing. Set financial and legal goals for your future by tapping into the information and resources available through Military OneSource.
Tax Tips and Trivia
Did you become an expert on capital gain exclusions before your last permanent change of station? Don't worry - as a service member, you have free access to MilTax, Military OneSource tax services.
Military Consumer Protection Month: Protect Yourself From Scammers
Military families are attractive targets for scammers because of their frequent relocations, steady paychecks, separation from family and friends as well as the stress of deployments.
On Your Side: Military Financial Support
Service members and their families have access to substantial resources to save money and manage your expenses. Learn more about ways to save and protect your family’s financial health with the following programs:
Getting a Tax Refund? Seven Budgeting Tips to Make It Count
Getting a tax refund may seem like free money, but it’s not. A tax refund is money you worked hard to earn last year and overpaid to the government. So, before you let it burn a hole in your pocket, think about putting it to better use.
What to Expect When Meeting With Your Lawyer
Knowing what to expect when you meet with an attorney can make your meeting more productive and efficient. Get the most out of your time together by following these tips before and during your meeting.
How to Create a Financial Plan for Every Phase of Life
A financial plan evaluates your current financial state, sets goals for your future and makes a concrete plan for financial freedom.
12 Situations Where You Can Get Free Legal Help
As a service member or eligible member of a military family, you have access to free legal benefits and services through your legal assistance office — for a wide range of circumstances, from reviewing a lease agreement to doing estate planning to getting advice if you get sued.
25 Money-saving Tips for Military Families
Want to protect your hard-earned cash? Military discounts go a long way. Always ask retailers, restaurants, airlines, motels and other establishments, “Do you have a military discount?” Meanwhile, here are 25 other money-saving tips. Go ahead, wave your frugal flag.
Making Tax Filing Simple
T-A-X-E-S. It’s that time of the year again, and if there’s good news to be had, it’s that you have access to special assistance as a member of the military community in getting your taxes in order.
Caring for a Deployed Service Member's Child
Caring for a child of a deployed service member is an opportunity to serve the country in a unique way. Like everything, a little preparation and the right information will go a long way towards ensuring a smooth transition.
College Tuition and Taxes: What You Need to Know
Take advantage of tax savings if you are pursuing higher education. If you are a student or parent with an eye toward maximizing your tax deductions, make sure to connect with MilTax , Military OneSource tax services.
Documents for a Deployed Service Member's Designated Family Caregiver
You want your family to be in the best care possible. Create a family care plan to provide the information and documents necessary for a designated caregiver to care for your family until you come home.
OCONUS Volunteer Income Tax Assistance Locations
Service members and their families have earned something that few others have – easy access to free tax consultants and financial counselors with military expertise, along with secure online tax preparation and filing software.
Service Member Privacy Versus Public Access to Information
As service members, you have the right to keep your personally identifiable information private. Meanwhile, the public has the right to access federal agency records.
Military Legal Resources Available to You
When legal issues arise, service members and their families have a number of resources at their fingertips, much of it free. Legal assistance is available whether you need an expert to review a contract, help with estate planning, finalize deployment-related legal documents, or get advice on mediation for child custody.
How to Pay Down Your Holiday Debt
If you overspent during the holidays this year, it's time to get your finances back on track.
11 Calculators to Help You Scope Out Your Personal Finances
Buying a car or appliance? Applying for a loan? Paying off debt? Saving for college? Take more control of your personal finances. Military OneSource has assembled 11 calculators to show you how to pay off debt and help you better manage life's financial decisions.
Personal Financial Management Counseling Options
The Department of Defense offers a number of financial counseling options for you and your family to help plan and control your financial future.
The Military's A+ Financial Benefits to Protect Your Future
As a service member, you've earned financial benefits to help protect your future.
Budgeting Tips to Successfully Balance Your Budget
Learning to balance your budget is a necessary life skill. While it sounds like a chore, once you develop some sound budgeting strategies, you can enjoy the security it provides and build wealth. Plus, keeping sound finances is important for your security clearance.