Retirement & Financial Planning Report

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

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

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

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