Anne Tergesen

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4,485 appearances 83 recordings 1 series first heard Jul 2017 last heard Feb 2025

Anne Tergesen’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Not Ready to Retire Yet? What About Semi-Retirement? · 16 Mar 2022 podcast

And in many cases, it might allow them to retain some or even all of their benefits as well. matched

Yeah, so we spoke to somebody who's about to do this, and she's entered into an agreement with her employer where she'll be cutting back to a part-time schedule, and she'll be training someone to take on some of her duties. matched

And I think in her case, she had moved from Pennsylvania to North Carolina with the goal in mind of retiring and volunteering and playing golf. matched

But matched

She also really loved her job. matched

So I think that this helped her sort of think about how to do both. matched

I think for a lot of people who are thinking about retiring who also love their jobs, I think it's helpful to have some time in which you can kind of phase down because then you can continue doing something you love, but then develop other interests and pursuits at the same time. matched

So they can vary substantially from company to company. matched

Typically what you'll see is, you know, some kind of program where the employee and the employer will sit down and discuss how the employee is going to phase out of the company. matched

So, you know, if you're working full time, matched

Maybe you'll phase down by cutting back to like three days a week. matched

Over time, you may even phase down further in terms of your hours and your pay. matched

Typically, these programs have sort of a menu of benefits that they provide. matched

So it's really important for the employee who's considering it to do their homework and look at what benefits they will retain and what benefits they may actually lose. matched

If they want to tap into the retirement accounts, it's really important that they find out before entering the program whether that's possible, etc. matched

So these programs can vary a good deal from one company to another. matched

Some companies might say, you know, I talked to one company, for example, that says that they typically have people phase out over a three to 12 month horizon. matched

And they typically try to get the people who are phasing down to matched

to help them train a successor once that successor is identified. matched

Some other companies I've spoken to, they allow phased retirees to stay on indefinitely until the phased retiree decides to leave. matched

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