You limited your search to:

 Collection: Congressional Research Service Reports
Converting Retirement Savings into Income: Annuities and Periodic Withdrawals

Converting Retirement Savings into Income: Annuities and Periodic Withdrawals

Date: December 1, 2008
Creator: Mulvey, Janemarie & Purcell, Patrick
Description: To a worker contemplating retirement, there is perhaps no more important question than "How long will my money last?" Congress has a strong interest in the income security of older Americans because much of their income is either provided directly from public programs like Social Security, or in the case of pensions and retirement accounts, is subsidized through tax deductions and deferrals. This report discusses risks involved with retirement fund disbursement and strategies for dealing with such risks.
Contributing Partner: UNT Libraries Government Documents Department
Securities and Exchange Commission Rule 151A and Annuities: Issues and Legislation

Securities and Exchange Commission Rule 151A and Annuities: Issues and Legislation

Date: July 1, 2010
Creator: Webel, Baird & Miller, Rena S.
Description: This report explains the different types of annuities, the taxation of annuities, and disentangles the federal and state roles in the regulation of annuities. It outlines the SEC rule, including practical considerations for implementation. It also discusses congressional action in response to the SEC rule.
Contributing Partner: UNT Libraries Government Documents Department
Credit for Military Service Under Civilian Federal Employee Retirement Systems

Credit for Military Service Under Civilian Federal Employee Retirement Systems

Date: December 20, 2012
Creator: Isaacs, Katelin P.
Description: This report discusses the earned pension benefits under one of two retirement plans for the federal employees with permanent appointments.
Contributing Partner: UNT Libraries Government Documents Department
Multiemployer Defined Benefit (DB) Pension Plans: A Primer and Analysis of Policy Options

Multiemployer Defined Benefit (DB) Pension Plans: A Primer and Analysis of Policy Options

Date: October 7, 2014
Creator: Topoleski, John J.
Description: This report discusses the nature of multiemployer defined benefit (DB) pension plans, and issues regarding their financial solvency.
Contributing Partner: UNT Libraries Government Documents Department
Veterans' Benefits: The Department of Veterans Affairs and the Duty to Assist Claimants

Veterans' Benefits: The Department of Veterans Affairs and the Duty to Assist Claimants

Date: September 26, 2014
Creator: Shedd, Daniel T.
Description: This report analyzes court decisions that have examined the Department of Veterans Affairs' (VA's) obligation to assist veterans during the claims process.
Contributing Partner: UNT Libraries Government Documents Department
Former Presidents: Pensions, Office Allowances, and Other Federal Benefits

Former Presidents: Pensions, Office Allowances, and Other Federal Benefits

Date: August 22, 2008
Creator: Ginsberg, Wendy
Description: This report describes the benefits Presidents receive upon leaving office, details the history of the Former Presidents Act (FPA), and analyzes some legislative options for the 110th Congress related to former Presidents.
Contributing Partner: UNT Libraries Government Documents Department
Federal Employees: Pay and Pension Increases Since 1969

Federal Employees: Pay and Pension Increases Since 1969

Date: January 20, 2010
Creator: Purcell, Patrick
Description: Under the terms of the Federal Employees' Pay Comparability Act of 1990 (P.L. 101-509), pay for civilian federal employees is adjusted each year to keep the salaries of federal workers competitive with comparable occupations in the private sector. The annual increases in federal employee pay are based on changes in the cash compensation paid to workers in the private sector, as measured by the ECI. Under certain circumstances, the President may limit the annual increase in federal pay by executive order. Federal law also requires Social Security benefits and the pensions paid to retired federal employees to be adjusted each year. The COLAs for both Social Security and civil service pensions are based on the rate of inflation as measured by the CPI.
Contributing Partner: UNT Libraries Government Documents Department
Social Security: The Government Pension Offset

Social Security: The Government Pension Offset

Date: January 9, 2004
Creator: Haltzel, Laura
Description: None
Contributing Partner: UNT Libraries Government Documents Department
COLAs for Military Retirees: Summary of Congressional and Executive Branch Action, 1982-2003 (FY1983-FY2004)

COLAs for Military Retirees: Summary of Congressional and Executive Branch Action, 1982-2003 (FY1983-FY2004)

Date: January 2, 2004
Creator: Goldich, Robert L
Description: The Omnibus Reconciliation Act of 1982 (which applied to FY1983 budget issues) suspended previously existing permanent law pertaining to cost-of-living adjustments(COLAs) for federal civilian and military retirees, and changed the COLA calculation formulas to postpone and/or reduce future COLAs for military retirees during 1983-1985 (FY1984-FY1986).This report examines executive and congressional COLA-related initiatives associated with each of the fiscal year budgeting processes from calendar year 1982 (FY1983) through calendar year 2000 (FY2001).
Contributing Partner: UNT Libraries Government Documents Department
COLAs for Military Retirees: Summary of Congressional and Executive Branch Action, 1982-2002 (FY1983-FY2003)

COLAs for Military Retirees: Summary of Congressional and Executive Branch Action, 1982-2002 (FY1983-FY2003)

Date: November 29, 2002
Creator: Goldich, Robert L
Description: The Omnibus Reconciliation Act of 1982 (which applied to FY1983 budget issues) suspended previously existing permanent law pertaining to cost-of-living adjustments(COLAs) for federal civilian and military retirees, and changed the COLA calculation formulas to postpone and/or reduce future COLAs for military retirees during 1983-1985 (FY1984-FY1986).This report examines executive and congressional COLA-related initiatives associated with each of the fiscal year budgeting processes from calendar year 1982 (FY1983) through calendar year 2000 (FY2001).
Contributing Partner: UNT Libraries Government Documents Department