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The Importance of Employee Education 401(k) Plans
The Importance of Employee Education 401(k) Plans

The Importance of Employee Education 401(k) Plans

Posted on April 10, 2025 by Admin

The Importance of Employee Education 401(k) Plans. Employee education around 401(k) plans doesn’t just lead to better retirement outcomes. It builds confidence, increases participation,...
Retirement Rule Changes Coming in 2025
Retirement Rule Changes Coming in 2025

Retirement Rule Changes Coming in 2025

Posted on January 6, 2025 by Admin

Retirement Rule Changes Coming in 2025 As 2025 approaches, several important changes to retirement plans are on the horizon. These updates bring opportunities to...
What’s Your Retirement Number?
What’s Your Retirement Number?

What’s Your Retirement Number?

Posted on October 16, 2024 by Admin

At some point, everyone needs to understand how much money they'll need to achieve their retirement goals. In this episode of Capital Conversations, CERTIFIED...
RMDs: The IRS Wants Its Cut – What You Need to Know
RMDs: The IRS Wants Its Cut – What You Need to Know

RMDs: The IRS Wants Its Cut – What You Need to Know

Posted on September 17, 2024 by Admin

In addition to taxes (and, unfortunately, death), one constant for people nearing or in retirement is required minimum distributions (RMDs). Recent legislative changes from...
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?
Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Setting and Forgetting Your Retirement Plan: Are Target Date Funds Right For You?

Posted on June 18, 2024 by Admin

It’s easy to feel overwhelmed when thinking about retirement options, especially with so many investment choices available. One such choice is target date funds,...
All About Tax Diversification: How to Pay Less in Taxes in Retirement
All About Tax Diversification: How to Pay Less in Taxes in Retirement

All About Tax Diversification: How to Pay Less in Taxes in Retirement

Posted on April 15, 2024 by Admin

The concept of tax diversification might not be the first topic that springs to mind when planning for retirement, but it can have a...
Answering Gen Z’s Most Pressing Financial Questions
Answering Gen Z’s Most Pressing Financial Questions

Answering Gen Z’s Most Pressing Financial Questions

Posted on February 5, 2024 by Admin

For many in the Gen Z cohort, your early 20s are a time of self-discovery, independence, and newfound financial responsibilities. As those first paychecks...
401(k) Trends: What Participants Are Prioritizing in 2023 (Part 2)
401(k) Trends: What Participants Are Prioritizing in 2023 (Part 2)

401(k) Trends: What Participants Are Prioritizing in 2023 (Part 2)

Posted on October 19, 2023 by Admin

Welcome to the second part of this Capital Conversations series, where we continue our discussion on the findings from our recent 401(k) plan participant...
401(k) Trends: What Participants Are Prioritizing in 2023 (Part 1)
401(k) Trends: What Participants Are Prioritizing in 2023 (Part 1)

401(k) Trends: What Participants Are Prioritizing in 2023 (Part 1)

Posted on October 5, 2023 by Admin

People come to Correct Capital – or any financial planner – for our insights and advice. But, for our services to be most effective,...
Tax Advantages of Employee Benefit Plans for Construction and Architecture Firms
Tax Advantages of Employee Benefit Plans for Construction and Architecture Firms

Tax Advantages of Employee Benefit Plans for Construction and Architecture Firms

Posted on September 26, 2023 by Admin

Tax Advantages of Employee Benefit Plans for Construction and Architecture Firms. Beyond the benefit of improving employee retention and morale, employee benefit plans present...

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