Retirement & Financial Planning Report

"Special category" employees include law enforcement officers, firefighters, and air traffic controllers. If you fall into one of those categories, …More

The percentage of people continuing to work at older ages continues to rise, according to newly released data from the …More

Each of the federal insurance programs has procedures for challenging the denial of a claim. Federal Employees Health Benefits Program–First, …More

As you grow older, you may consider naming a younger relative as joint owner of your financial accounts. Those accounts …More

Delaying the receipt of Social Security beyond the point an individual is first eligible can be seen as a form …More

The period approaching retirement or in early retirement years is a common time to seriously consider taking out long term …More

There are some excellent continuing care communities around the country, some mediocre developments–and some real scams. Here’s how to avoid …More

When one spouse dies and the surviving spouse is the beneficiary, the survivor has unique opportunities. She can roll over …More

Well before making a TSP withdrawal, you should begin thinking of the possible ways a mix and match withdrawal might …More

Public sector employees have a significant advantage over private sector workers and employees of nonprofits when it comes to health …More

Members of the baby boom generation and the GenX generation that followed them overall are better prepared for retirement than …More

Though Medicare covers many health care costs, you will still have to pay Medicare’s coinsurance and deductibles once you are …More

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

People are living longer, on average, so providing for income far in the future may be a concern. Possible tactics: …More

In general, a deposit is the payment of the retirement deductions, plus interest, that would have been withheld from your …More

The oldest members of the baby boom generation show wide variation in their approaches to retirement, a study has found, …More

Taking an IRA distribution before age 59 1/2 usually results in a 10 percent penalty. That’s in addition to ordinary …More

Revocable trusts, also known as living trusts, are increasingly popular. They can serve two main purposes: * Probate avoidance. Assets …More

About two-thirds of persons who reach age 65 will have a need for long term care at some point in …More

How much of your retirement portfolio should you use for spending money after you stop working? Studies have shown that …More