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Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.


“The only thing we sell is good advice.”

©2018 Kiely Capital Management Inc. All rights reserved.

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A look at whether the state's veterans benefit can help a widow.(ladyheart/morguefile.com)

Q. Does the veterans tax break does this apply to widows?
-- Widow

A. Let's take a closer look at this new benefit for veterans.

In 2016, the state increased the gasoline tax. That...

A look at what the new tax plan means for some inherited IRAs. (alvimann/morguefile.com)

By Karin Price Mueller
NJMoneyHelp.com for NJ.com

Q. How does the new tax legislation affect current "Income with Respect to a Decedent," or IRD, with respect to offsetting taxes on...

Q. How will the tax plan it affect the deduction for contributing to a 401(k)?
-- Saver

A. The tax bill does change so much, but 401(k) plans squeezed out a win for savers.

There was a provision in the Senate's bill that would eliminate catch-up contributions for high-in...

Veterans in New Jersey can benefit from some tax breaks.(ladyheart/morguefile.com)

Q. It is my understanding that veterans living in Continuing Care Retirement Community (CCRC) locations do not qualify for the $250 deduction. Does this mean they would not qualify for th...

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How does N.J. tax these retirement distributions?

March 27, 2020

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