Seek and Find!
Listen in as CAPTRUST discusses preparing for retirement and making healthcare decisions.
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.
Confused by what stocks are and they fit into your investment portfolio? You’re not alone!
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.
Calculators We know that feeling confident about your ability to retire well has a lot to do with understanding the information you need to plan, save, and invest in your retirement plan. Use the calculators below to see where you stand with your goals, and if you have questions please feel free to make an...
