The habits that we’ve formed over our lifetimes help define us. We have physical habits, mental habits, habits of character, personal hygiene habits, and productivity habits. We have good habits, and we have bad habits.
Today’s healthy retirees may live 25 years or more beyond their primary working years. That’s a lot of years. But more importantly, that’s a lot of days—more than 9,000 days to wake up, greet the dawn, and then . . . What?
In this issue, VESTED explores what opportunities a holiday from required minimum distributions presents to retirees in 2020, a few planning ideas to consider during market declines, and what readers should know about their chances of getting audited by the Internal Revenue Service.
As a result of the devastating effects of the coronavirus on American citizens, Congressional lawmakers have responded by creating the Coronavirus Stimulus Package to offer some financial relief on strained budgets.
Do you have questions about the CARES Act? Here are some frequently asked questions and answers to help you navigate this new legislation.
This webinar covers two related topics: educational savings and debt. Tune in to understand the advantages of using 529 plans, and other types of accounts, to save for your child’s education needs. For those dealing with student loan debt, we will discuss tips and available programs to help manage that debt and keep you saving for retirement and other financial goals.
Falling in love and getting married is a wonderful experience.
CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.