Jeffrey R. Kenyon

1011 Route 22 Suite 104 Bridgewater, NJ 08807

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Tax-Deferred Savings

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

Estimate the future value of your current savings.