estate planning firm in NJ
pension and retirement planning with kumar and co
50 Hwy 9 N, Suite 106
Morganville, NJ 07751

Phone: 732-617-7000
 



HOME

Why Us?
Types of Clients
Online Estimator
Up-to-Date Tax Organizer
Check IRS Refund Status
Check NY State Refund Status



COMPANY INFO


Who We Are
Who We Serve
Client Feedback
Employment



FINANCIAL MANAGEMENT

Freedom Agreement
Starting a New Business
Need Business Loans
CFO Services

Buying or Selling a Business


TAX & LEGAL MATTERS


Tax Filings and Audits
Tax Planning and Projections
Support in Legal Matters


SUPPORT SERVICES


Accounting Services
Cost Controls
Computerization

Insurance



FINANCIAL REPORTS


Financial MRI
Financial Statements
Feasability Reports



FUTURE MANAGEMENT


Buy-Sell Agreements
Succession Planning & Exit Strategy
Estate Planning
Pension Planning



Pension Planning


Spring Forward, Fall Back!

Government encourages savings and offers tax break incentives to help you save for retirement, when you are young, able and have earning capability, and secure and enjoy your retirement years with all your savings. There are many pension plans available to choose from, and it totally depends on your affordability.

There are plans that allow $2,000 annual contributions and there are plans that allow $150,000 in tax- deductible contributions. There are plans that allow you to take loans against your retirement savings and there are plans that do not.

Then again, there are many investment options available to park these funds. Where to invest the retirement funds, who is monitoring your pension funds, and what can you do to prevent sudden loss of value like the 2001 bubble!

We can help you in all of the above areas, including choosing the right plan, selecting investment plans and offer you services to monitor your plans.

 

.


For more information on our Future Management, please select one of the
links below:

Buy-Sell Agreements  

Succession Planning & Exit Strategy

 

Estate Planning

 


 


  © 2010 Kumar & Co. CPA P.C  
Website Design and SEO by Mazedude Productions