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Retire

Retirement is not the end of the road, it is the beginning of the open highway. - Author Unknown

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Retire
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Make It Safe To Age in Place
For Dorothy and Ric Johnson, 68, of Ada, Ohio, there’s no place like their current home. They love the one-story house that they purchased five years ago and w... Continue reading
Top Posts for Retire
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Investment and Retirement Plan Advice Made Easy
As an advisor to your employer’s retirement plan, CAPTRUST is able to offer you a n...
video
Understand HSAs
If you’re in a high deductible health plan, a health savings account (HSA) is a way...
Article
Social Security Retirement Benefit Basics
Social Security was originally intended to provide older Americans with continuing in...
Featured Tool for Retire

Total Retirement Planner

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

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Retire
video
Tu Retirement Blueprint®
Si etas viendo este video, tu empleador te está ofreciendo la oportunidad de recibir asesoría financiera que es imparcial por parte de CAPTRUST. Retirement Blu... Continue reading
Article
Make It Safe To Age in Place
For Dorothy and Ric Johnson, 68, of Ada, Ohio, there’s no place like their current home. They love the one-story house that they purchased five years ago and w... Continue reading
Article
SECURE 2.0 Wealth Brief
On December 29, 2022, as a part of the government’s year-end spending bill, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). Here is a ... Continue reading
Article
Your Retirement Blueprint®
If you're watching this video, your company has given you the opportunity to receive conflict-free investment advice from CAPTRUST. A personalized Retirement Blu... Continue reading
Article
Future Webinar! Preparing Psychologically for Retirement
This webinar will discuss the non-financial aspects of making the transition into retirement, such as the emotional connection to work. Join us as we focus on th... Continue reading
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Future Webinar! Ask CAPTRUST: What’s Coming Out of Your Pa...
Do you know what is coming out of your paycheck, and why? Join us as we discuss the typical paycheck deductions, where your earnings are going, and how much cont... Continue reading
Article
Basics of 529 Education Savings
Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for... Continue reading
Article
Retirement on Purpose
When aviation executive Richard J. “Jet” Vertz turned 65, he retired because, he says, that’s what people in his industry did. He had no plans for the firs... 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.
Early Career
Early Career
It's never too early to start saving and investing. Our motto is now, rather than later.
Middle Career
Middle Career
At this point in your career, it's about balancing life expenses and growing your investments.
Late Career
Late Career
On target to retire comfortably? It's time to explore the important transition to retirement.
Plan
Plan
Planning should not be one size fits all. Get the help you need for your situation.
Save
Save
Work with CAPTRUST to create small steps to move your closer to your savings goals.
Invest
Invest
CAPTRUST is here to give you advice so that you are a confident decision maker.