Investment Answers Podcast, Episode 5: Part-Time Retirement

Investment Answers Podcast, Episode 5: Part-Time Retirement

Investment Answers Podcast

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When you envisioned your retirement did you imagine that you would be working? There’s a good chance you never realized that you, too, may have a Part-Time Retirement. Part-Time Retirement is far more common now in all income classes: lower, middle and upper- and there are a lot of reasons why you may work during your golden years. In Episode 5, Travis and Kelly discuss what may drive you to work in retirement and likely reasons that could compel you back to work. Don’t miss the 3 major challenges that must be addressed if you decide to go back to work.   Don’t miss this episode if: You are under your “Full Retirement Age” as defined by www.SSA.gov You are nearing retirement You are considering taking Social Security You already have taken your Social Security benefit and you’re considering going back to work You want to lower your taxes in retirement You want to define if and when you can retire   References: Social Security Full Retirement Age: https://www.ssa.gov/planners/retire/1943.html   Social Security Claiming Guide, Center for Financial Literacy, Boston College, 2009: http://crr.bc.edu/wp-content/uploads/joomla/claiming_guide/SS_Claiming_Guide_ebook_070611.pdf   Social Security Claiming Guide, Center for Financial Literacy, Boston College, 2016: http://crr.bc.edu/wp-content/uploads/2011/08/claiming-guide_040516_WEB.pdf Pensions, 1980 vs. Today, Catherine Rampell, 9/3/09:   Disclaimer: Investment Answers LLC is a Financial Advisory firm. For the most up to date Investment Advisory services and disclaimers, please visit www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers, LLC, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision. (7.8.18)
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When you envisioned your retirement did you imagine that you would be working? There’s a good chance you never realized that you, too, may have a Part-Time Retirement. Part-Time Retirement is far more common now in all income classes: lower, middle and upper- and there are a lot of reasons why you may work during your golden years. In Episode 5, Travis and Kelly discuss what may drive you to work in retirement and likely reasons that could compel you back to work. Don’t miss the 3 major challenges that must be addressed if you decide to go back to work.   Don’t miss this episode if: You are under your “Full Retirement Age” as defined by www.SSA.gov You are nearing retirement You are considering taking Social Security You already have taken your Social Security benefit and you’re considering going back to work You want to lower your taxes in retirement You want to define if and when you can retire   References: Social Security Full Retirement Age: https://www.ssa.gov/planners/retire/1943.html   Social Security Claiming Guide, Center for Financial Literacy, Boston College, 2009: http://crr.bc.edu/wp-content/uploads/joomla/claiming_guide/SS_Claiming_Guide_ebook_070611.pdf   Social Security Claiming Guide, Center for Financial Literacy, Boston College, 2016: http://crr.bc.edu/wp-content/uploads/2011/08/claiming-guide_040516_WEB.pdf Pensions, 1980 vs. Today, Catherine Rampell, 9/3/09:   Disclaimer: Investment Answers LLC is a Financial Advisory firm. For the most up to date Investment Advisory services and disclaimers, please visit www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers, LLC, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision. (7.8.18)
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