Retirement & Financial Planning Report

Electing a survivor annuity reduces the amount of your own annuity. How much it’s reduced depends on your choice. Under …More

One result of the gap between men’s and women’s earnings is lower overall retirement preparedness for women, says a new …More

The Federal Long Term Care Insurance Program lets you choose between two inflation protection options. Automatic Compound Inflation Option—With this …More

How much of your retirement portfolio should you use for spending money after you stop working? One common benchmark is …More

The Social Security system likely will turn an important financial corner this year, says a Congressional Research Service report calling …More

If you have or adopt a child, he or she is eligible for coverage under the Federal Employees Health Benefits …More

Households near retirement and in the early years of it are more likely to have debt, and to have more …More

While long-term care (LTC) insurance may be necessary for financial security, the premiums can be steep. One way to hold …More

The Coronavirus relief bill newly signed into law would impact the TSP, along with other retirement savings plans such as …More

If you are an employee covered by the Federal Employees’ Group Life Insurance (FEGLI) program, there’s an extra benefit in …More

Fraud against older persons, including scams in which federal agencies are impersonated, costs victims nearly $3 billion a year, says …More

At retirement, you’ll have a big decision to make if you are married: Should you elect a survivor benefit for …More

Above half of retirees never move from the homes they occupied while in their early 50s while nearly a fifth …More

With people living longer and, in many cases, retiring earlier, a retirement fund might have to last for many decades. …More

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