Retirement & Financial Planning Report

Retirees whose eligibility for FEHB ends in general cannot get back into the program. Thus, extreme care must be used …More

A report by the Center for Retirement Research at Boston College said that individuals typically change their retirement plans when …More

Many grandparents contribute to 529 college savings accounts, which offer tax-free buildup and tax-free withdrawals for college costs. Often, the …More

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

More households are at risk of having inadequate income in retirement as measured by an index used by the Federal …More

The costs of long-term care continue to rise, according to the MetLife Mature Market Institute, which has been conducting a …More

If in retirement you start a home-based business, you might be able to qualify for home office tax treatment. With …More

Actuarial reduction factors known as "present value factors” are numbers used to determine adjustments in federal retirement benefits in certain …More

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

Confidence in retirement security has not improved as the economy and stock markets picked up over the last three years …More

Social Security benefits differ in several ways from civil service retirement benefits, with one prominent difference being that while in …More

Although retirees generally cannot add to their FEGLI life insurance—they can only decrease or cancel it, as a rule—there is …More

The growth in the older population is being accompanied by an increase in financial fraud targeted at older people, according …More

How can you prepare your children to handle the assets they’ll eventually inherit? One strategy is to have them meet …More

If you inherit an IRA, you can pull out all the money right away. If you don’t need the cash, …More

While an injured federal employee is receiving Federal Employees Compensation Act benefits and not working, he or she does not …More

Retirees on average spend less as they age but at the same time there are changes in demands on their …More

When you draft your will, you should name an executor. It will be up to your executor to handle all …More

Executing a well is vital to anyone’s estate plan. If you die without a will, your assets will be distributed …More

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

The Congressional Research Service has examined federal retirement data in several reports, finding that the FERS system continues to cover …More

In investing, the combination of safety and good returns is hard to find. One option that has held up well, …More

Before you retire, you need to anticipate how much of your portfolio you’ll withdraw. If you expect to take out …More

A disability annuitant whose annuity is terminated because of an "earning capacity provision,” and whose earnings in any subsequent year …More

In recent years the percentage of women who have access to an employer-sponsored retirement plan has surpassed that of men—largely …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

The anxiety that federal employees and retirees are expressing about their retirement security in light of proposals to reduce the …More

The recession will have a long-term impact on retirement incomes even though financial markets recovered from their low points and …More

Who should be the beneficiary of your IRA? The first answer for many people is their spouse. He or she …More

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