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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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The rules for IRAs are strict, but they can help with long-term gains.  (pixabay.com)

Q. If I close my IRA by converting the funds to a Roth IRA, can I deduct losses from a non-IRA account against profits gained in my IRA?

-- Investor

A. We see what you're getting at, but...

Here's a look at what to expect if you inherit and IRA.  (pixabay.com)

Q. When my brother died, I inherited a $60,000 IRA. I know I will have to take out Required Minimum Distributions (RMDs) every year. I'm 64. Do I have to take an RMD, and if I do, by when and how muc...

A look at how your income impacts your health care premiums as a senior citizen. (pixabay.com)

Q. I retired this summer and just turned 70 1/2 on Oct. 27, 2018. I have questions about Required Minimum Distributions so I can avoid paying more for Medicare Part B. Can I t...

If you earn too much, you'll lose the pension exclusion.  (pixabay.com) 

Q. New Jersey's pension exclusion is unfair. If you earn $1 over the maximum of $100,000, you get no benefit. What investments are tax-free for state and federal purposes and are recommended t...

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How does N.J. tax these retirement distributions?

March 27, 2020

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