Retirement & Financial Planning Report

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

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

The Office of Personnel Management, for years stung with criticism of how quickly and how well it processes federal retirement …More

In retirement you have to decide how to best use the money available to you. You want to spend enough …More

An employee is eligible for a lump-sum payment for any unused annual leave when he or she retires or otherwise …More

Older persons in the workplace face misperceptions of what they want and need out of work, according to a study …More

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

Generally, federal retirees can only decrease, terminate or convert to a private policy their Federal Employees Group Life Insurance—that is, …More

Largely due to the economy, more workers expect to put off their retirement and for many of them the expected …More

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

While much of the attention on the flexible spending account program for federal employees focuses on using such accounts for …More

Saving enough for retirement to avoid having to ask family members for assistance is a top priority for many in …More

Although many federal employees and retirees approach their decisions on the Federal Long Term Care Insurance Program as a once-a-lifetime …More

Although there are several commonly cited "replacement rates" to be used as a judge of adequacy of income in retirement, …More

One potential source of loan income for those who either can’t or don’t wish to borrow against the value of …More

Late-career employees who find themselves in need of a lump-sum of money—to pay off a mortgage, buy an investment property, …More

The financial downturn has affected the financial status and life plans of many persons in middle age and older, and …More

Recent economic times and their impact on retirement and retirement preparedness have brought into sharper focus the existence of retirement …More

One Thrift Savings Plan consideration for those nearing retirement is the status of any loans they have taken from their …More

During years you work under Social Security, your wages are posted to your Social Security record, and you receive Social …More

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

If you believe in gold as a long-term investment, you may want to hold some in your IRA. However, putting …More

The U.S. housing market is showing signs of strength. Permits issued for future construction and home sales are on the …More