MJM Financial Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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(908) 665-0330Call Visit WebsiteVisit Website Map & DirectionsDirections68 Plymouth DrBerkeley Heights, NJ 07922 Write a ReviewWrite Review

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Extra Phones: TollFree: (866) 738-0119
Payment method: amex, cash, discover, master card, visa
AKA: MJM Financial Advisors LLC
Other Link: https://mjmfinadv.com/10-04-10-star-ledger-road-to-personal-wealth-event
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Phone: (908) 665-0330

Address: 68 Plymouth Dr, Berkeley Heights, NJ 07922

Website: https://mjmfinadv.com/10-04-10-star-ledger-road-to-personal-wealth-event

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MJM Financial Advisors

Tax Planning
Income tax brackets are also uncertain. Income tax planning includes watching Washington and acting strategically before and after the November 2022 election results are decided. With the long-term federal, as a percentage of gross domestic product, expected to soar in the next decade, pressure is building for a tax-rate increase.
Estate Taxes
Tax Services
Roth IRA
With sharp gains in stocks in recent months, rebalancing and capital gains management is more important, and the tax outlook makes it prudent to consider converting assets to Roth IRA accounts before the end of the years.
Income Tax
IRAs are more important than ever in creating a strategic financial plan because that is where Americans save for retirement. After retiring, assets in 401(k) accounts can be managed by you in IRAs. For income tax purposes, they are treated the same as 401(k), 403(b) and other federally-qualified retirement accounts. They grow tax-free only until you withdraw money and withdrawals are taxed at your ordinary income tax rate. However, Roth IRAs are totally tax-free. Even withdrawals are tax-free. Converting a 401(k) to an IRA, converting a traditional IRA to a Roth IRA, and planning how your IRA accounts will be distributed to loved ones or charity upon your demise requires understanding the federal laws on qualified retirement accounts and knowledge of financial economics. The tax advantage of Roth IRAs must be calculated based on your current income, life expectancy, and other factors, and individuals must weight the cost of paying taxes on withdrawal from a traditional IRA or 401(k) to place assets in a Roth IRA and get tax-free income for life as well as estate tax benefits to heirs.

Investment Management
MJM Financial is a Registered Investment Advisory ("RIA") firm that provides fee-only financial planning and investment management services. As an RIA, MJM Financial owes its clients a fiduciary duty which simply stated means the clients' interest must always come first. MJM Financial Advisors has adopted a fee-only business model where clients pay MJM Financial Advisors directly for services enabling the firm to provide independent advice and minimize conflicts of interest.
Wealth Management
By working with you on an ongoing basis, MJM knows your financial situation which allows for better management of your financial affairs. MJM's ongoing service called wealth management provides proactive advice on...

Accounting Services

Financial Planning
Advice can only be rendered after the following conditions are met: 1) The delivery of a disclosure statement, and execution of an investment advisory and/or a financial planning contract by the client and the adviser; and 2) initial payment of the planning fee or investment advisory fee by the client to the adviser. Furthermore, the information resulting from the use of tools, charts, graphs or other information on this internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from MJM Financial Advisors.
Retirement Planning
Asset Management
Michael J. Maye is the founder and President of MJM Financial Advisors, LLC, a fee-only Registered Investment Advisory (RIA) firm. Â Prior to starting MJM Financial, Mr. Maye held a variety of positions with some of the world's premier financial services organizations such as: JP Morgan Asset Management, Alliance Capital Management L.P., and Dean Witter Discover & Company. Â His responsibilities included: strategic planning, forecasting, budgeting, mergers & acquisition analysis, joint venture development, and special projects. Â Mr. Maye started his career in KPMGâ€™s New York City office, where he worked as an auditor for a variety of clients across various industries.
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