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Medicare and Social Security are two key pillars of retirement planning — but navigating them can be complex.

In this follow-up to our webinar last year “Outliving Your Annuities”, we’ll take a deeper dive into how annuities can support long-term retirement income planning.

Parents often want to invest in their children’s future but are unsure of the best options. Without proper guidance, they may miss out on opportunities to build wealth for their child’s education, future home purchase, or other financial goals.

Your workplace benefits are more than just perks — they're powerful tools to help you save smarter and reach your financial goals faster.

In our short-form webinar series, Ask CAPTRUST, saving money isn’t just about numbers — it’s about mindset.

The gift and estate tax system is a federal transfer-tax system composed of two main taxes: the gift tax, which applies to transfers made during an individual’s lifetime, and the estate tax, which applies to the decedent’s estate at death. This system is designed to tax the transfer of wealth, with specific exemptions and deductions available to reduce tax liability.

A 529 plan is a tax-advantaged savings program designed to help families prepare for future education expenses. Named after Section 529 of the Internal Revenue Code, these plans have transformed the way families save and pay for college. In addition to tax benefits, 529 plans offer diverse investment options, allow funds to be used for a wide range of expenses—including college costs, trade schools, and K-12 tuition—and can reduce the impact of personal savings on financial aid eligibility.

There are some important tax strategies to consider adding to your checklist as you approach the end of the year.