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The New Definition of Retirement Includes… Working?

For those who find meaning and personal satisfaction in their careers, the prospect of exiting the workforce and "enjoying their retirement" can leave them… uninspired. That's why more and more people are forsaking the traditional definition of retirement for one that includes working – on their terms.

Calendar Icon Planning Calendar

  • Most employers hold benefit open enrollment in the fall. Review how your needs may have changed since last year.
  • First date to file the Free Application for Federal Student Aid (FAFSA) for the 2019–2020 school year.
  • Annual election period for making changes to Medicare or Medicare Advantage coverage.
  • Final extended due date for filing 2017 income tax returns.
  • Last day to recharacterize a Roth IRA conversion done in 2017.
  • Deadline for self-employed persons or small employers to establish a SIMPLE IRA for 2018.
  • Last day to buy a security and recognize a loss on the sale of a substantially identical security by the end of the year. (Sale must occur December 31.)
  • Deadline for taking required minimum distributions from retirements plans for 2018 (extended to April 1 2019, if 2018 is your first year taking RMDs).
  • Deadline for establishing most employee retirement and profit-sharing plans.

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Introducing 360 Wealth

This complementary feature of Baird Online gives you a complete, real-time snapshot of your finances.

Setting Retirement Spending Goals

Start planning for retirement by evaluating your current spending habits.

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Take Advantage of Employer Benefits

This fall, be sure to pay attention to your employer benefit package.

Did You Know?

John Taft discusses the higher purpose of finance in his new blog.