I know that many Oblivious Investor readers are currently in (or are planning for) semi-retirement. That is, rather than going from full-time work to no work at all, they’ve transitioned to part-time work, with a more thorough retirement planned for the future.
This week, J.D. Roth takes a look at semi-retirement and other forms of non-traditional retirement. I think they’re all interesting, with distinct benefits as well as risks.
- The Five Types of Retirement from J.D. Roth
- New Developments in Social Investing by Public Pensions from Alicia Munnell and Anqi Chen (pdf)
- I Dare You (on rolling back the new fiduciary standard rule) from Joshua Brown
Other Money-Related Articles
- Year-end Financial Planning Moves to Manage the Roth Conversion “Zone” from Maria Bruno
- Calculating Expected Social Security Benefits by Race, Education, and Claiming Age from Geoffrey Sanzenbacher and Jorge Ramos-Mercado
- 4 Smart Ways to Maximize the Tax Benefit of Your Gift from Vanguard
- Medical Expense Deduction for Home Improvements from Martin Shenkman (This article is written for tax professionals, but it’s useful to anybody interested in the topic.)
Thanks for reading!