Retirement & Financial Planning Report

Any employee or retiree who is eligible for coverage under the Federal Long Term Care Insurance Program—and that includes the …More

A recent report examining the connection between retirement benefits and recruiting and retention among state and local government employees could …More

Though sick leave helps when you are ill (and for a myriad of other things, such as childbirth, adoption, absence …More

Many people make charitable contributions, usually by writing checks. However, there are more tax-efficient ways to benefit your favorite causes. …More

Retirement and health insurance rank tops among reasons employees stay with their employers, a probably not surprising finding that once …More

Hitting age 65 brings several important changes for federal retirees that are worth knowing and planning for, even for those …More

The SSA inspector general’s office has said it is seeing new forms of scams designed to steal Social Security numbers, …More

Buyouts come with several important restrictions. A buyout taker must repay the entire (pre-tax) amount of the incentive to the …More

Those retiring now and in the future are facing a very different landscape than their parents pinched on both the …More

A power of attorney can be invaluable. For example, you might suffer a stroke with no prior warning signals and …More

Growing numbers of Social Security beneficiaries have to pay taxes on those benefits but even that burden falls far below …More

One of the most overlooked and least understood provisions of federal retirement is the annuity limit. The bad news is …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

“Leakage” from retirement savings plans such at the TSP is unfortunately common and even small drains can have major long-term …More

While the basic federal retirement program offers only a few choices regarding providing survivor benefits, the Thrift Savings Plan offers …More

OPM has raised the prospects of creating a centralized enrollment system for the FEHB program out of concern that ineligible …More

You may assign your Federal Employees Group Life Insurance to one or more persons, firms or trusts. Assignment means that …More

In the U.S. legal system, the slightest misstep can lead to a huge award or a sizable settlement in a …More

Private sector companies tend to offer retirement and financial advice to their employees well beyond what federal employees and retirees …More

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

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

Life insurance may play a vital role in an estate plan because insurance proceeds can be counted on to provide …More

About a fifth of doctors and nurses say they are aware that older patients they are seeing are victims of …More

There are two little-known features of the FEGLI program that might be of special interest to those nearing or in …More

SSA has said it will improve its system for keeping track of spousal beneficiaries affected by the government pension offset, …More

FERS employees who want to retire but aren’t eligible for an immediate unreduced annuity under standard age and years of …More

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