Capital Benchmark Partners

Stop! 🛑 Before you move money for college, read this.

If you have a student heading toward college, the "Lookback Period" is a term you need to know. Decisions you make today regarding your 529 plan or retirement accounts could affect your financial aid eligibility years down the road.

We’ve simplified the complex rules around: ✅ Changing 529 beneficiaries without tax hits. ✅ How retirement withdrawals can show up as "income" on the FAFSA. ✅ Timing your rollovers to avoid IRS penalties.

Getting the timing right means more money stays in your pocket and more aid goes to your student.

Check out the breakdown here: https://capitalbenchmarkpartners.com/financial-aid-lookback-529-retirement-college-planning/

Financial Aid Lookback Rules: 529 Plans, Retirement Accounts & College Planning - Capital Benchmark Partners Learn how to invest in gold bars with this guide. Discover secure buying tips, selling strategies, and storage options to diversify your portfolio.

🕒 Tax season is wrapping up—are you ready to hit “submit”?

If you’re still tying up loose ends, our Tax Planning Guide and Checklist is here to help you cross the finish line with confidence.

This easy-to-use resource helps you:

✔️ Gather all the necessary forms in one place

✔️ Identify key deductions and credits you don’t want to miss

✔️ Stay organized and file before the deadline—stress-free

It’s not too late to get everything in order and make tax season a smooth experience.

👉 Download your guide today and take the final steps toward filing success!

FREE: Tax Filing Checklist and Guide - Capital Benchmark Partners Use this tax guide and checklist to make sure you’ve received all your tax forms from contractors, financial institutions, employers, and any other organizations and entities you engaged with throughout the year.

Have you tackled your financial to-do list for the year?

If not, no stress! You’re right on time. Our Financial Checklist and Calendar is here to guide you through every step, making it easier to stay organized and confident about your money moves.

This resource helps you:

📆 Track key tax deadlines

💰 Maximize retirement contributions

📈 Plan and refine your investment strategy

…and much more

Whether you're just getting started or already making progress, it's never too early — or too late — to take control of your financial future.

Let this be your year of consistency and clarity.

Use this link to grab a copy and get started:

FREE: Financial Planning Calendar and Checklist - Capital Benchmark Partners An easy-to-use financial checklist and calendar that includes important tax deadlines, market and bank holidays, and a monthly financial to-do list to help you stay on top of your money throughout the year.