New Jersey Senior Tax Advisors

Tax Planning & Financial Planning Should be Based on Your Goals and Objectives.

Welcome,

My name is Gregory Kuras, President of New Jersey Senior Tax Advisors. My reputation as a financial and tax professional is well known in the Monmouth County area.

I specialize in maximizing retirement income and minimizing related income taxes. I look forward to helping you plan your tax efficient income, so that you are able to live the lifestyle you desire and deserve.

I understand all of this begins with your individual situation, needs, and dreams. It continues through a relationship of communication and understanding of your individual needs.

I look forward to meeting you and getting to know you. I invite you to take advantage of a complimentary meeting to get acquainted to see how I might be able to help you.

 Contact us for a FREE 30 MINUTE CONSULTATION to discuss your tax or investment situation

Would Your Group Benefit from an

Entertaining and Educational Meeting? 

Greg is a frequent seminar speaker in the Monmouth and Ocean County area. He specializes in education and working with seniors to help them meet financial challenges.

 

Call today to schedule a FREE workshop!

(732) 655-1798

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

Consider a Roth for Tax-Free Retirement Income

Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.

Illinois Highlights Credit Risk

A look at the tax advantages and credit risks associated with municipal bond investments.

ETFs on the Rise

ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

More Newsletters →

November 21, 2018 @ 01:25 PM

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Check the background of this financial professional on FINRA's BrokerCheck