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Savings Plan Calculator

Planning a sabbatical? Saving for a down payment on a house? What will it take to reach your financial goal? This calculator helps you find out. Enter in your savings plan and view your financial results.

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Ask CAPTRUST: 2024 Changes That Could Affect Your Savings (W...

In our short-form webinar series, ASK CAPTRUST, we tackle big topics in small amounts of time. This quarter, join the CAPTRUST team to learn about SECURE 2.0 ret... Continue reading

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IRS Announces 2024 Pension Plan Limitations

The Internal Revenue Service today announced its annual update to dollar limitations for retirement plans for the 2024 tax year. The table below provides a few h... Continue reading

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Cultivating Financial Independence

The stereotype of the ambition less adult child living in their parents’ basement is firmly entrenched in American culture. A less predictable scenario is the ... Continue reading

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Webinar Recording: Saving for Major Purchases

Are you preparing to make a major purchase, like putting a down payment on a house, having your dream wedding, moving out of your parents’ home, or taking that... Continue reading

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Webinar Recording: Ask CAPTRUST: Ways to Save

In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide... Continue reading

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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

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Don’t Let Your Retirement Savings Goal Get You Down

While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when y... Continue reading

Article

The ABCs of 529 Plans

529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-1... 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.