Finance
Beware of This Possible Military Tax Scam
You may receive pitches from preparers offering to save you big money. If they sound too good to be true ...
Ostrom is MOAA's former Program Director, Financial & Benefits Education/Counseling
Lt. Col. Shane Ostrom, USAF (Ret), CFP® retired from the Air Force in 2000 after serving in a variety of personnel, education and training, and executive officer assignments. His assignments included tours from Florida to North Dakota, and from Korea and Australia to the Pentagon. His final assignment was on the Joint Staff, writing and championing legislation related to joint officer personnel management issues.
After Air Force retirement, Ostrom practiced as an investment advisor at a large investment firm and a bank. He specialized in working with clients developing, implementing, and managing investment plans and portfolios. He holds the Certified Financial Planner™(CFP®)certificate.
Ostrom joined the MOAA staff in 2006. His responsibilities include researching and writing articles, answering member inquiries regarding military benefits, health care, survivor issues, and financial concerns. He also travels extensively to discuss these matters with present and past servicemembers, retirees, and their families.
You may receive pitches from preparers offering to save you big money. If they sound too good to be true ...
A trusted partner can help sound the alarm and avoid potential fraud or exploitation.
All financial situations are different. Follow these simple steps and avoid overreacting.
Have you analyzed your needs and looked at your plan's major cost factors? Let MOAA help you on the right path.
Get an overview of the process, plus links to official IRS guidance.
Meet your investment needs in retirement by finding balance through times of uncertainty.