In this issue, VESTED explores what opportunities a holiday from required minimum distributions presents to retirees in 2020, a few planning ideas to consider during market declines, and what readers should know about their chances of getting audited by the Internal Revenue Service.

Confused by what stocks are and they fit into your investment portfolio? You’re not alone!

Retirement plans offer a variety of choices to help employees get an appropriate mix of investments. Join CAPTRUST as our investment team explains different options for achieving an investment mix that works for you.

This webinar covers two related topics: educational savings and debt. Tune in to understand the advantages of using 529 plans, and other types of accounts, to save for your child’s education needs. For those dealing with student loan debt, we will discuss tips and available programs to help manage that debt and keep you saving for retirement and other financial goals.

Falling in love and getting married is a wonderful experience.

Asset allocation can help you manage the type of risk investors face in their portfolio’s. Read on to get the facts on different types of assets and how to balance risk and return by spreading your investment dollars among stocks, bonds, and cash alternatives.

When it comes to your money, the only dumb question is the one you don’t ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.​​​​​

CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.