Capitol Wealth Partners serves the needs of individuals, small businesses and foundations in establishing and maintaining effective retirement plans for themselves and their employees.
Our group offers a wide range of services and may help you identify a suitable retirement plan for your needs, including:
- Individual Retirement Accounts (IRA), Self-Directed IRAs, Roth IRAs, distribution options
- Simplified Employee Pensions and Keogh plans
- SIMPLE plans for small businesses
- 401(k), pension and profit-sharing plans
Develop a Plan
Capitol Wealth Partners can also assist in reviewing or helping you develop an estate investment plan to potentially simplify the transfer of your estate to family members. Proper estate investment planning can use lifetime gifts and trusts to potentially reduce your estate tax liability.
Develop a Strategy
Although Capitol Wealth Partners does not render tax or legal advice, we will work with you and your other professional advisors, including your CPA and attorney, to help develop a strategy that is appropriate for your situation. By taking steps today to review your will and estate documents with your professional advisors, you could protect your heirs from substantial delays, fees, and taxes.