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.
MilTax: Free Tax Services from Military OneSource
Service members and military families — here’s a benefit that helps you master your taxes. Free, easy-to-use MilTax software and support services can make quick work of tax time.
7 Small Steps to Jump-Start Your Savings
Saving takes the kind of discipline, time and a commitment that military families already have.
Frequently Asked Questions Regarding the New Blended Retirement System
Get your questions about the new Blended Retirement System answered.
How to Control Your Budget When Your Spouse Is Deployed
Your spouse’s deployment doesn’t need to throw your finances off track.
5 Tips for Using Credit Cards Overseas
Whether you're stationed out of the country or just traveling, plan to use your card wisely while overseas.
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.
Preparing for Deployment by Setting Savings Goals
When you and your family are preparing for a deployment, set savings goals that will make the most of your special payments.
Living Within Your Means
You can take control of your financial future today. Start small with a few simple changes to save more, spend less, and better manage your day-to-day finances.
How to Reduce Your Dependency on Credit When You’re in the Military
Take control of your finances by reducing your debt.
9 Tips for Savvy Holiday Spending
Holidays mean spending, but you’ve got the discipline to keep it reined in this season.
Expanded Credit Protections for Service Members and Their Families
The Military Lending Act protects military families like yours from wrongful loan practices.
Military Relief Organizations and Emergency Financial Help
If you’re having serious financial problems, your service relief organization may be able to help. Army Emergency Relief, the Navy-Marine Corps Relief Society and the Air Force Aid Society are here to help you weather financial emergencies.
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.
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.
Save for College With a 529 Plan
You've got the discipline to start saving early for your children's education. The popular 529 plans are flexible, offer tax savings and are available in every state to start planning for college.
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.