Retirement & Financial Planning Report

Some families may benefit by transferring assets from adult workers to retired parents. In particular, it may make sense to …More

Newly released data by OPM suggest that the much-touted coming “retirement wave” of federal employees has already passed, with the …More

The difference between voluntary and discontinued service retirement amounts to a key distinction for those who return to the government …More

After you retire, how much money can you withdraw from your portfolio? Many advisers say that a safe initial withdrawal …More

An individual’s own idea of how long he or she will live—what is called “subjective” life expectancy—often influences retirement decisionsmore …More

When planning for retirement, one crucial step is to make sure you’re getting service credit for all your working time …More

If you think, or know, that your reduced income during retirement will not go far enough to cover your expenses, …More

The percentages of households at risk of not having sufficient retirement income to maintain their standards of living remained about …More

If you are approved for phased retirement, you’ll receive additional credit for that service toward your full retirement. While you …More

Many people buy a second property in retirement, one that’s used primarily for vacations. You may enjoy seeing your children, …More

Federal agencies for several years had increased the number of federal retirees they hired but that number has slipped somewhat …More

There are some steps in retirement planning that you should not leave until late in the process: Review Your Designation …More

A power of attorney can be a vital part of a financial plan. If you lose the ability to manage …More

Certain types of financial scams are most commonly targeted toward older employees and retirees who should be especially attuned to …More

Employees should review their official personnel folders—whether that’s in electronic format or still on paper—on a regular basis as a …More

Joint ownership is the simplest and least expensive form of incapacity protection. Your elderly uncle who is becoming forgetful, for …More

Workers in the years approaching retirement are highly interested in phasing into retirement rather than using it as an abrupt …More

Any trust created while the grantor is alive is a “living trust” but the term is often used to describe …More

A report from the Center for Retirement Research argues in favor of having a limited choice of funds in retirement …More

If you are e 60 or older, there is no restriction on the amount of income you can earn while …More

Although you might not want to think about it, there’s a chance that you could lose the ability to manage …More

A review of retirement savings plans comparable to the TSP shows that the federal plan in many ways mirrors what …More

You’ll receive a lump-sum payment for annual leave when you separates from the federal service or enters on active duty …More

Many federal employees carry professional liability insurance coverage, which can help shield them against legal costs related to suits brought …More

People hoping to achieve longevity on the job should pay especial attention to how they manage stress, along with nutrition …More

The Federal and Dental Vision Insurance Program carries some special provisions of interest to late career employees and retirees that …More

If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. …More

Addition of a self plus one option to the FEHB likely will be attractive to retirees who have only one …More

One consideration for older employees and retirees is that children’s eligibility for certain benefits changes as they age. Complicating the …More

One option in retirement is to sell your house to a grown son or daughter, then rent the house from …More