Mutually Speaking
Understanding Trump Accounts
A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…
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Expansion of VA Benefits Related to Agent Orange Exposure
The Department of Veterans Affairs recently announced that they have added three...
Wills and Trusts: Best Practices for Military Families
To safeguard your family’s financial future and to help prevent your estate from getting...
Advance Directives: Living Wills and Health Care Proxies
The importance of being prepared, no matter the situation, cannot be overstated....
Special Benefits for Navy Mutual Members
When you become a Navy Mutual Member, you not only gain access to our suite of life...
The Reserve Component Survivor Benefit Plan
The Reserve Component Survivor Benefit Plan (RC-SBP) is a wonderful benefit for...
Annuity Payout Options
An annuity is a product sold by a life insurance company that allows you to invest a sum...