Jeffrey R. Kenyon

1011 Route 22 Suite 104 Bridgewater, NJ 08807

Phone:

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Savings Accumulation

Estimate the future value of your current savings.