Not everyone wants to go from full-time work to full stop. Phased retirement is a growing path for people who want to wind down gradually, on their own terms. But easing out of work is not as simple as just cutting back your hours. In today's episode of Purposeful Planning, we walk through what phased retirement actually looks like, the financial decisions it triggers, and how to sequence everything so you don’t leave money on the table. 

Sources: 

1. https://www.aspenwealthmgmt.com/resource-center/retirement/phased-retirement-planning-strategy  

2. https://www.newsweek.com/boomers-gen-x-retire-differently-phased-retirement-1956778  

3. https://www.opm.gov/retirement-center/phased-retirement/  

4. https://www.ssa.gov/retirement/full-retirement-age  

5. https://www.aspenwealthmgmt.com/resource-center/retirement/early-retirement-and-tax-smart-roth-conversions  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

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