Retirement & Financial Planning Report

The Office of Personnel Management pays children’s benefits in certain circumstances on the death of an employee or retiree. Benefits …More

You typically can appeal a real estate assessment. In some jurisdictions, informal meetings with the assessor are allowed. You might …More

Retirement is increasingly becoming a period of transition rather than an event, according to a study that said, for example, …More

Most federal employees or annuitants reaching age 65 are automatically entitled to premium-free Part A of Medicare, Hospital Insurance (HI), …More

If you decide you want to make lifetime gifts to your kids, what should you give away? Here’s one recommended …More

Federal employees who fill out certain retirement- related forms manually need to take special care, in light of the recent …More

The number of CSRS employees continues to dwindle and even many of those are within sight of retirement. If you …More

When you’re saving for your children’s college education, 529 plans offer some outstanding tax advantages. Investment buildup is tax-free and …More

OMB has revised policies regarding agency spending on conferences–which were issued in the wake of disclosures of wasteful spending by …More

OMB memo M-17-08 also revises policies on reducing the “footprint” of federal agencies–issued in response to numerous reports criticizing the …More

The MSPB has affirmed that it has the authority to award compensatory damages to a federal employee in a case …More

To report the death of an annuitant or a survivor beneficiary, call the Office of Personnel Management at (888) 767-6738 …More

In addition to their civil service annuities, many federal employees purchase private annuities for investment, retirement planning and survivor benefit …More

A study that tracked spending of a group of retirees in their first six years after retirement showed that spending …More

While much of the attention on the flexible spending account program during the annual benefits open season—which started this week …More

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

The Social Security Administration has agreed with an audit’s recommendation to apply closer scrutiny to benefits received by retired federal …More

Along with the annual FEHB open season—which will run from November 14 through December 12 this year–come questions regarding how …More

Immediate annuities can provide lifelong cash flow. However, many people consider them to be illiquid and irreversible. That is, once …More