Military Financial Planning Resourcesboneillf162024-11-20T23:34:39-06:00

Military Financial Planning Resources

Max perform your money and transition to civilian life

Find out how

Please feel free to use these resources to set your financial planning flight path.

Important Numbers

Important Age Milestones

Important Dates

Can I contribute to a Roth IRA?

Can I contribute to a Backdoor Roth IRA?

Will my Roth IRA be taxed?

How should I fund college?

How can I start the year off right?

What Should I Ask a Prospective Financial Advisor?

Can I do a 1031 Exchange?

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Winged Wealth Management and Financial Planning

Winged Wealth Management & Financial Planning

Serving the Military & Veteran Communities

“Winged Wealth Management and Financial Planning LLC (“WWMFP”) is a registered investment advisor offering advisory services in the States of Florida, Texas, Arizona, and Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WWMFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WWMFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.