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Reg Jones

Expert's View:

Behind the Scenes at FEHB

The Federal Employee Benefits Open Season is just around the corner. . . writes benefits expert Reg Jones.

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Great Grandparents

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

The Retirement Literacy Commission

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http://www.federalretirementseminars.com/schedule.php
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The Thrift Savings Plan Open Elections Act of 2004 requires retirement financial
literacy and education.
 
They must also provide information and counseling on the benefits the Federal Government
provides and on how to plan for retirement. More

Contingency Plans

A complete estate plan for your IRA might call for you to name your spouse as primary beneficiary, with your children as backup beneficiaries. More

Keeping Your Balance

Rebalancing your portfolio can boost returns, especially when the stock market is falling. More

A Plan For Estate Planning

No matter how old you are, you should have an estate plan that includes these basic steps:

1. More

Help Needed

Under the federal financial aid formula, parent-owned accounts in a 529 savings program have very little impact on student eligibility for need-based aid. More

The 65 Percent Solution

Many couples think that they are doing well if they live within their means. More