John Loyd, CFP , MBA, EA
®
"Helping Ordinary People with Extraordinary Resources"
Financial Planning Resources
Websites:
Financial Calculators:
Employment for Retirees*:
* For most retirees I work with, doing some part-time work in "retirement" is NOT a necessity, but more of a lifestyle decision. Enormous research supports working as long as physically possible. Shakespeare said, "Leisure is a beautiful garment for a day, but a horrible choice for permanent attire." Part-time employment or community service/volunteer work can provide for a sense of purpose, keep the mind and body active, and decrease the chance of an early death.
For some of my thoughts on "Retirement Planning" that were included in a recently released college and industry-wide textbook, click this link: Professional Guest Profile in 7th Edition Theory & Practice Financial Planning Textbook
Important Dates:
Apr 15: Deadline to file your income taxes and to contribute to a Roth or Traditional IRA
Oct 1: FAFSA application can be filed
Oct 15: Deadline to file your income tax return (if filed an extension)
Dec 31: Deadline for RMD's if age 73 or older (or if you are the beneficiary of certain Inherited IRA's).