Kiely Capital Management, Inc.

Kiely Capital Management, Inc. Fee-Only Financial Planning, Income Tax Preparation & Investment Management Only then can we offer you financial guidance that is really helpful.

Kiely Capital Management's mission is to help you plan for and enjoy your retirement through the well-defined and disciplined professional management of your financial resources. We will work with you to construct a financial plan that will make a significant difference in your life. Our approach to helping your family make the most of your retirement years is to first understand what you need and

want. It is our desire to form a long-term relationship with you, It is only through this extended working partnership that we are able to know what matters most to you and how to integrate this into your financial plan. We work with those who understand the value of having professional investment management and who wish to delegate the responsibility of investing their life savings to a trusted and experienced advisor. We take the impersonal and intimidating characteristics of tax regulations, stock market indices, and bond yields away so you can better understand and enjoy long-term financial security. We are Fee-Only financial planners and investment advisors. Our mission is NOT to sell investment or insurance products. We receive no commissions or referral fees. We work only for our clients. Please visit our website for information about our services. We can work in whatever arrangement is best for you.

01/21/2023

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. Is there any restriction on the amount that can be withdrawn from an inherited Roth IRA. Can the new owner take more than the required minimum, for example, to make a down payment on a house? — Beneficiary A. The rules for taking money from in...

11/30/2022

11/23/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. If I gift I Bonds to my grandson, could he cash it out at anytime? Also do I pay taxes on it every year? — Grams A. I Bonds are a kind of U.S. Savings Bond, and they’re very popular these days. The interest rates they pay are based in part o...

11/21/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I live in New Jersey but work in New York. It seems that I owe income taxes paid to New York. I just received an invoice for tax year 2019 for over $7,000 that I owe. I am very confused and trying to figure it out. I do my taxes on TurboTax each...

09/15/2022

08/26/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I will be retiring soon. I currently live in New Jersey, but when I retire, I plan to live abroad, but in different countries with a three-month stay in each. I will be living in Airbnbs and I won’t have a home or rental in New Jersey. Given t...

07/22/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I’m the executor to my sister’s estate. She died in February 2020. Her accountant filed her 2020 taxes in May of 2021. My problem is I wait on hold with the IRS for hours at a time, only to get disconnected when I finally get to speak to som...

06/01/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My husband passed away two years ago. Our house was in his name only and the mortgage interest rate is 7.375%. There is only a $40,000 balance on the mortgage but the payments just went up $200 a month because of taxes and an escrow shortage. I....

05/10/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My modified adjusted gross income (MAGI) was based on my 2020 tax returns when both my husband and I were working. I retired and reached full retirement age in January 2022. My husband passed away that same month. At this point, I have no income...

04/23/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My dad passed away on Feb. 1, 2022, and I am receiving $4,000 from his annuity .I live in New Jersey but the annuity money is in Maryland. Do I have to pay any kind of tax on this? There was no beneficiary and I am the next of kin. — Son A. We...

04/07/2022

Whether a state tax refund counts as federal income, according to NJ. Do I have to pay federal taxes on the amount the state overpaid you? The IRS has what is called a tax credit rule. This rule says that if you receive a state income tax or real estate tax deduction within one year and receive a re...

04/05/2022

By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. Are New Jersey state tax refunds received this year from overpayment of estimated taxes taxable on this year’s federal return? — Taxpayer A. Here’s what you need to know. The IRS has what’s called the Tax Benefit Rule. This rule states t...

Address

51 Dumont Place
Morristown, NJ
07960

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19734551894

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