What Is a Roth 401(k)? A Roth 401(k) is simply a traditional 401(k) plan that accepts Roth 401(k) contributions. Roth 401(k) contributions are made on an after-tax basis, just like Roth IRA contributions. This means there’s no up-front tax benefit, but if certain conditions are met, your Roth 401(k) contributions and all accumulated investment earnings…

An individual retirement account (IRA) is a personal savings plan that offers specific tax benefits.

Investment markets around the world are experiencing unprecedented volatility which may have you asking yourself: What is happening and how concerned should I be? We wanted to share our thoughts on how you may want to view the current market environment so that you can make informed decisions.

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before. It’s always better to be prepared.

In the college savings game, all strategies aren’t created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college.

Retirement plans offer a variety of choices to help employees get an appropriate mix of investments. Join CAPTRUST as our investment team explains different options for achieving an investment mix that works for you.

Asset allocation can help you manage the type of risk investors face in their portfolio’s. Read on to get the facts on different types of assets and how to balance risk and return by spreading your investment dollars among stocks, bonds, and cash alternatives.

When it comes to your money, the only dumb question is the one you don’t ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.​​​​​

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