Expert's View:
The COLAs for 2009
One of the joys of being a federal retiree -- other than the obvious one of being retired -- is that you get an annual a cost-of-living adjustment to your annuity. . . writes benefits expert Reg Jones.
Prepayment Prescription
People who itemize deductions on Schedule A of their tax return can benefit from year-end planning. More
The Retirement Literacy Commission
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http://www.federalretirementseminars.com/schedules.php
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The Thrift Savings Plan Open Elections Act of 2004 requires retirement financial
literacy and education.
They must also provide information and counseling on the benefits the Federal Government
provides and on how to plan for retirement.
More
Charity Drive
Be careful before you agree to a charity’s request to donate an old car. More
Munificent Munis
Ten-year Treasury bonds yield around 2.7% now. More
Tax State-Ment
Municipal bond fund investors have two choice:
* Invest in a national fund.
More
Prudent Policy
Some estate plans include a large life insurance policy held in trust. More




