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The Internal Revenue Service (IRS) today announced its annual update to dollar limitations for retirement plans for the 2027 tax year. The table below provides a few highlights.
In this quarter’s Market Update, CAPTRUST Chief Investment Officer Mike Vogelzang explores how a lesson from Japan’s bullet trains offers a powerful analogy for today’s economy and markets. While strong consumer spending, corporate earnings growth, and unprecedented investment in AI continue to drive momentum, rising interest rates, energy demands, and lofty expectations are creating new challenges. Watch to explore the key questions investors should be asking as AI-driven growth accelerates.
Learn how to navigate family money conversations with greater clarity, openness, and confidence.
Learn how to assess your retirement readiness and make the most of the final years leading up to retirement.
Learn how to stay grounded through market uncertainty and keep your investment strategy focused on long-term goals.
Learn practical strategies to manage everyday cash flow, build savings, and make financial goals feel more achievable.
Learn how to coordinate Social Security, savings, and other income sources to create a sustainable retirement paycheck.
Build lasting savings habits by learning simple, practical strategies to overcome common barriers and save with confidence.