MK Financial Group

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(718) 966-9800Call Visit WebsiteVisit Website Map & DirectionsDirections72 Sharrott Ave Ste CStaten Island, NY 10309 Write a ReviewWrite Review

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Hours

Regular Hours

Mon:	9:00 am - 5:00 pm
Tue:	9:00 am - 5:00 am
Wed - Fri:	9:00 am - 5:00 pm

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Metuchen (13 miles)
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More Info

Email: Email Business
Neighborhoods: Pleasant Plains, South Shore
AKA: MK Financial Group LLC
Other Link: http://www.mkfinancialgroupllc.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (718) 966-9800

Address: 72 Sharrott Ave Ste C, Staten Island, NY 10309

Website: http://www.mkfinancialgroupllc.com

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MK Financial Group

Estate Taxes
Roth IRA
A qualified retirement plan in which earnings grow tax deferred and distributions are tax free. Contributions to a Roth IRA are generally not deductible for tax purposes, and there are income and contribution limits. Roth IRA contributions cannot be made by taxpayers with high incomes. To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a five-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawal also can be taken under certain other circumstances, such as after the owner’s death. The original Roth IRA owner is not required to take minimum annual withdrawals.
Tax Deductions
An amount that can be subtracted from a taxpayer’s income before taxes are calculated. Taxpayers may use the standard deduction or may itemize deductions if allowable itemized deductions exceed the standard deduction.
Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Capital Gains Taxes

Investment Management
Easy access to value-added investments and services: An experienced retirement plan representative can deliver proprietary research that’s designed to help you tap the world’s most talented investment management teams.
Mutual Funds
A mutual fund offered by an investment company that specifically pursues substantial capital gains. Mutual fund balances are subject to fluctuation in value and market risk. Shares, when redeemed, may be worth more or less than their original cost. Mutual funds are sold only by prospectus. Individuals are encouraged to consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money.
Bonds
Wealth Management
What sets MK Financial Group apart from other firms is our dedication to superior client service. We understand how to create innovative wealth management strategies to help our clients pursue their financial goals.
Money Market Funds
Assets that are most easily converted into cash and which have a very low risk of price fluctuation. For example, money market funds may be considered a cash alternative. Money held in money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Money market funds seek to preserve the value of your investment at $1.00 a share. However, it is possible to lose money by investing in a money market fund.

Accounting Services

Financial Planning
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)
Retirement Planning
Robert first began his career in the financial services industry in 1995 with a boutique Venture Capital Firm. In 1999 he joined Citicorp Investment Services as a Financial Advisor, where he specialized in Investment and Retirement Planning.
Annuities
A contract with an insurance company that guarantees current or future payments in exchange for a premium or series of premiums. The interest earned on an annuity contract is not taxable until the funds are paid out or withdrawn. Withdrawals and income payments are taxed as ordinary income. If a withdrawal is made prior to age 59½, penalties may apply. The guarantees of an annuity contract depend on the issuing company’s claims-paying ability. Annuities have fees and charges associated with the contract, and a surrender charge also may apply if the contract owner elects to give up the annuity before certain time-period conditions are satisfied.
Long Term Care
Insurance that covers the cost of medical and non-medical services needed by those who have a chronic illness or disability—most commonly associated with aging. Long-term-care insurance can cover the cost of nursing home care, in-home assistance, assisted living, and adult day care.
Asset Management
A method of allocating funds to pursue the highest potential return at a specific level of risk. Asset allocation normally uses sophisticated mathematical analysis of the historical performance of asset classes to attempt to project future risk and return. Asset allocation is an approach to help manage investment risk. It does not guarantee against investment loss.
Living Trusts
A trust is a legal arrangement that creates a separate entity which can own property and is managed for the benefit of a beneficiary. A living trust is created while its grantor is still alive. A testamentary trust is created upon the grantor’s death—usually by another trust or by a will. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.
Charitable Remainder Trusts
A trust established for the benefit of a charitable organization under which the grantor can designate an income beneficiary to receive payment of a specified amount—at least annually—from the trust. The grantor may also be the income beneficiary. On the death of the grantor, remainder interest in the trust passes to the charitable organization. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.
Gifting Strategies
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Charitable Lead Trusts
A trust established for the benefit of a charitable organization under which the charitable organization receives payment of a specified amount (at least annually) from the trust. On the death of the grantor, remainder interest in the trust passes to his or her heirs. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

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