Investing For the Future
8240 Beckett Park Drive, Suite B
West Chester, OH 45069
Phone:
(800) 891-6458
Fax:
(866) 315-9997
E-mail:
Welcome to Capital Advisory Services, LLC. We are a Registered Financial Professionals providing individuals and small business owners a wide array of financial services and investment options. We focus on Retirement Planning, Asset Management, College Planning, Insurance and Small Business Retirement Plans. We offer not only traditional investments but also alternative investments such as non-traded Real Estate Investment Trusts, non-traded Business Development Companies, gas & oil programs and leasing programs. We invite you to explore our web site to gain a better understanding of our
firm and how we help our clients plan for and meet their financial goals. Please take time to visit our Learning Center featuring on-line seminars, calculators, financial articles, newsletters, and a tax library. Feel free to contact us with any questions and let us know if there is any other information you would like to see on our website. Thank you for stopping in, we appreciate you taking the time to visit us.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.