We offer comprehensive services and expertise to help you manage a broad range of financial and investment needs

By: Rcl Capital Management  05/12/2011
Keywords: management services, retirement, income tax

Services: RCL Capital Management Services

We'll manage your investments (ie. IRA, 401(k) and other holdings) carefully and prudently to ensure redundancies and holes are eliminated.

Preparing for retirement can be stressful, but when done correctly it brings peace of mind. We can help you answer the critical questions and bring you that peace of mind.

The costs to attend college continue to increase significantly. We can help you prepare for your children's education by using specialized investment vehicles like 529s that make it easy.

You've worked hard to accumulate your assets. We can help ensure they're eventually passed to the persons of your choosing, not the government.

Effective rollovers consist of two components - knowledge of the options available and the subsequent investment of the assets to take advantage of the numerous available options.

Every investment decision has income tax consequences. We can help you understand the implications.

Keywords: capital management, Capital Management Services, income tax, management services, retirement,

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05/12/2011

Every investment decision has income tax consequences. We can help you understand the implications

The area of income taxes and their impact on an investment portfolio is a perfect illustration of why your financial advisor should be a financial professional and not a financial salesperson. The most important number to review is not the rate of return or dollar amount that you earn, but rather the rate of return and dollar amount that you keep that matters.


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Retirement Planning: RCL Capital Management Services

Our firm is equipped to assist in the development of a retirement plan prior to retirement and the continued implementation of that plan throughout your retirement years. What are the income tax implications of withdrawing my money from my retirement accounts. From which of my accounts should I withdraw money first. Do I have enough money to last the rest of my life. It is never too late to develop a retirement plan.


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IRA and 401(k) Rollovers: RCL Capital Management Services

Individual Retirement Accounts and 401plan assets have one distinct advantage not generally available for many other investment vehicles and that is the deferral of income tax on the earnings until the assets are withdrawn or avoided completely in the case of Roth IRA assets. It is critically important that the proper procedures are followed in order to protect the preferential tax treatment by the IRS.


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College Planning: RCL Capital Management Services

Then, we’ll help you sort through the myriad of education investment vechicles such as 529s, Coverdale Education Savings Accounts, UTMAs and UGMAs to determine the solution which best fits your needs. We’ll help you calculate the dollar amount you need to invest based on the age of your children, projected college costs and the expected rate of return.