Middle Career

Roth 401(k) vs. Traditional 401(k) Calculator

This calculator will show Roth 401(k) contributions based on keeping your paycheck deductions and take-home pay the same as if contributing to a Traditional 401(k) along with a comparison showing Roth 401(k) contributions based on increasing your paycheck deductions for current taxes, and thereby reducing your take-home pay.

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Middle Career

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April 2024 Market Update

It's a common saying that the average investment cycle lasts just a little longer than the average investor's attention span. Today, it's possible we're about to... Continue reading

Middle Career

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Budget to Save More

Many people assume following a budget will make them feel unnecessarily restricted, but a thoughtful budget can be empowering. That’s because budgeting creates... Continue reading

Middle Career

Article

Upcoming Webinar! Retirement Income Withdrawal Strategies

Millions of Americans say their number one worry about living in retirement is that they will run out of money. Having a plan makes a critical difference. In thi... Continue reading

Middle Career

Article

Upcoming Webinar! Ask CAPTRUST Webinar: Managing and Reducin...

Financial stress is unavoidable. But it shouldn’t stop you from reaching your financial goals. As part of our short-form webinar series, ASK CAPTRUST, this pan... Continue reading

Middle Career

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Upcoming Webinar! Can You Answer These 5 Investing Questions...

No matter which decade of life you’re in, there are key investing questions you should be able to answer. In this panel discussion, the CAPTRUST team will expl... Continue reading

Middle Career

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LIFE | The Basics of Roth Accounts

A Roth account is one way to save money for retirement. Depending on your personal financial picture, Roth savings may also help you reduce your tax bill. In thi... Continue reading

Middle Career

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Ask the Experts: Should I Consolidate My Assets?

Question: My retirement savings and investments are spread between multiple financial institutions. Should I combine them, or are there benefits to keeping thing... Continue reading

Middle Career

Article

Ask the Experts: What Do I Need to Know About Investing in A...

I’m interested in investing in artificial intelligence (AI) stocks. What do I need to know to get started? Continue reading

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Protecting Your Retirement Accounts from Cybercrime

You’ve been saving for retirement for years, but those retirement accounts can be s...

Ask the Librarian

Whether you’re just entering the workforce, getting on top of the financial challenges of mid-life, or looking for knowledge as a pre-retiree nearing the end of a career—advice from the librarian is available 24/7 to guide you in achieving your unique financial goals.