Retirement & Financial Planning Report

If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. …More

Fraud against older persons, including scams in which federal agencies are impersonated, costs victims nearly $3 billion a year, says …More

At retirement, you’ll have a big decision to make if you are married: Should you elect a survivor benefit for …More

Above half of retirees never move from the homes they occupied while in their early 50s while nearly a fifth …More

The deferred annuity option can be attractive for federal employees who 1) aren’t currently eligible to retire under an age …More

With people living longer and, in many cases, retiring earlier, a retirement fund might have to last for many decades. …More

A report from the Urban Institute says that those thinking of extending their working careers may face financial disincentives as …More

An FEHB plan’s failure to provide benefits required under basic program guidelines could become the basis for challenging a claim …More

You may have decided to relocate in retirement, which might mean crossing state lines or just downsizing from a house …More

OPM and a House committee have focused attention to the issue of “surprise” medical bills, which have emerged as a …More

You may elect to receive a lump-sum living benefit payment from FEGLI if you are terminally ill and have a …More

The impact on work of emerging technologies on older workers “is of particular concern, because older workers make up a …More

If you are approved for phased retirement, you’ll continue working at half-time for a period—typically one year; sometimes less, rarely …More

Many types of assets ask you to name a beneficiary. They include IRAs, life insurance policies, annuities, payable on death …More

In a report with implications not just for the Millennial generation but also for their parents who often provide them …More

If you are involuntarily separated from service and have the right combination of age and service, you may be eligible …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

You have worked a good honest career but you start feeling that it might be time to retire. You might …More