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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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Q. I have a 401(k) and several IRAs. Next year, I’ll have to start taking Required Minimum Distributions (RMDs). Do I have to take an RMD from each account?

— Planning ahead

A. Here’s a way you can make your life much easier.

First, the background.

The owner of a 401(k) pl...

Q. Do my spouse and I qualify for the pension exclusion? We are both over age 62, and last year we earned: $75,000 from IRA/401(k) distributions, $25,000 from a Roth IRA distribution, $64,000 in Social Security, $30,000 in capital gains from a brokerage account and $10...

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...

You may be able to use early withdrawals from retirement accounts, without penalty, under certain circumstances. (ronmerk/morguefile.com)

Q. I read your article "Tapping 401(K) if you're unemployed" about using an IRS rule called 72-t to take money out early. I'll turn...

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