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Part-Time Retirement

Part-Time Retirement

Released Monday, 9th July 2018
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Part-Time Retirement

Part-Time Retirement

Part-Time Retirement

Part-Time Retirement

Monday, 9th July 2018
Good episode? Give it some love!
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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:

The information provided is intended for educational and entertainment purposes only. All information is believed to be from reliable sources; however, no representation or warranties are made as to the completeness, accuracy or suitability of the information. Opinions, rules, regulations and applicable laws expressed are subject to change. Nothing in this document, nor any contents contained within should be considered as a personalized offer of any kind, nor constituting financial, investment, insurance, tax, or legal advice. Investment advisory services offered through Investment Answers Capital, LLC, a Registered Investment Adviser domiciled in the state of Kentucky, and appropriately registered in all states in which it conducts business. Insurance services are offered separately through Brookstone Financial, LLC d/b/a Investment Answers, an affiliated but separate entity. All investments involve some measure of risk and there can be no assurance that any particular investment objectives will be achieved. Past performance is not indicative of future results. Neither Investment Answers Capital, LLC nor Brookstone Financial, LLC d/b/a Investment Answers offer tax or legal advice, therefore parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding options for your particular circumstances. Any profiles and content here within are for U.S. residents only. The information, products and services described here are intended only for individuals residing in states where this Financial Adviser is appropriately licensed. Investment Answers® and Leave Uncertainty Behind® are registered trademarks that are used under license by Investment Answers Capital, LLC and Brookstone Financial, LLC d/b/a Investment Answers. For more information, please visit: www.investmentanswers.net.

 (7.8.18;6.10.24)

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