by Ronnean D Collins | Apr 1, 2021 | Retirement News
CAPTRUST is one of the largest registered investment advisors in the U.S., offering a broad range of services for institutional clients, including higher-education retirement plans, and has been providing such advice on the UNC System’s retirement plans since... by Ronnean D Collins | Apr 1, 2021 | Retirement News
IRS regulations dictate that you cannot keep retirement funds in your account indefinitely. You generally have to start taking withdrawals from your 401(k), 403(b), 457(b), IRA, and/or defined contribution retirement plan account(s) when you reach age 70½. However,... by Ronnean D Collins | Feb 1, 2021 | Retirement News
A carefully followed recipe is key to creating a perfectly delectable pie. If you fail to plan, or measure your ingredients poorly, your pie could be a real flop. The same can be said for financial planning and preparing for your future. Experts suggest you’ll need at... by Ronnean D Collins | Feb 1, 2021 | Retirement News
Many people make resolutions on New Year’s Day. However, no matter what your resolutions are, the key isn’t making the list, it’s sticking to it. Here are four resolutions that can help increase your financial fitness today and in the new year. Create a budget for... by Ronnean D Collins | Feb 1, 2021 | Retirement News
When you’re thinking ahead to retirement, tax planning should be part of your decision-making process. Many investors have several types of accounts that can be aligned with specific investing goals. Some are subject to taxes, while others have tax advantages.... by Ronnean D Collins | Feb 1, 2021 | Retirement News
The tax law places limits on the dollar amount of contributions to retirement plans and IRAs and the amount of benefits under a pension plan. IRC Section 415 requires the limits to be adjusted annually for cost-of-living increases. The limit on contributions by...