Retirement & Financial Planning Report

A report from the Urban Institute says that those thinking of extending their working careers may face financial disincentives as …More

An FEHB plan’s failure to provide benefits required under basic program guidelines could become the basis for challenging a claim …More

You may have decided to relocate in retirement, which might mean crossing state lines or just downsizing from a house …More

OPM and a House committee have focused attention to the issue of “surprise” medical bills, which have emerged as a …More

The impact on work of emerging technologies on older workers “is of particular concern, because older workers make up a …More

If you are approved for phased retirement, you’ll continue working at half-time for a period—typically one year; sometimes less, rarely …More

In a report with implications not just for the Millennial generation but also for their parents who often provide them …More

It’s never too early to think about where you’ll want to live in retirement. If you’re already retired, evaluate whether …More

You have worked a good honest career but you start feeling that it might be time to retire. You might …More

A recent federal court ruling underscores the importance of careful handling of any withdrawal of federal retirement contributions, upholding OPM …More

One of the major hangups in the processing of retirement applications involves the requirement for FEHB coverage for the five …More

If you are close to retiring from your federal job, it’s important that you have a plan in place to …More

Those who hope or expect to extend their working careers should focus on their health and maintaining their job skills, …More

During years you work under Social Security, your wages are posted to your Social Security record, and you receive Social …More

Recent technological advances in computerization and other areas “have improved the job prospects of some workers while making others temporarily …More

If you file a claim under the Federal Employees Health Benefits program and it is denied, a set of appeal …More

The inspector general’s office has again urged attention to the issue of ineligible enrollees in the FEHB program, following a …More

If you separate from federal employment and are not eligible for a retirement annuity at that time, you may apply …More

The Senate has passed S-1430, to add protections against fraud against federal retirees by “representative payees,” who are designated to …More

Are you ready to retire? Before you answer that question, you need to discover whether that’s what you really want …More

Several federal employee organizations have said that an opportunity may be at hand to gain relief from two Social Security-related …More

One often overlooked benefit that federal retirees might be eligible to receive involves Social Security credit for time spent in …More

Federal employees retiring around the turn of the year – there always is a surge of retirements in that period …More

Index funds, such as those available through the Thrift Savings Plan, attempt to duplicate the returns of a given index, …More

Both of the two investment limits in the TSP are rising for 2020, an opportunity for investors who are making …More

To qualify for disability benefits from Social Security, you must have either a physical or mental impairment that is expected …More

Incidents of potentially serious falls increase with age but risk factors can be reduced, including through modifications to the home …More

You have to have five years of actual federal service to be vested for federal retirement benefits. Other employment – …More

You may have an attorney and an accountant and possibly a financial planner. If so, you might be getting good …More

A new study has documented how health shocks, even those classified as minor, can interrupt or even end a working …More