Hogan-Knotts Financial Group Inc

Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 7:30 am - 5:30 pm

Tomorrow: 7:30 am - 5:30 pm

46 Years

in Business

Accredited

Business

(732) 842-7400Call Visit WebsiteVisit Website Map & DirectionsDirections298 Broad StRed Bank, NJ 07701 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Thu:	7:30 am - 5:30 pm
Fri:	7:30 am - 5:00 pm

Places Near Red Bank with Financial Planning Consultants

Shrewsbury (1 miles)
Eatontown (5 miles)
West Long Branch (7 miles)
Middletown (7 miles)
Long Branch (7 miles)
Oakhurst (9 miles)
Holmdel (10 miles)
Hazlet (14 miles)
Asbury Park (14 miles)
Neptune (15 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (800) 801-3190
Payment method: amex, discover, master card, visa
AKA: The Hogan-Knotts Financial Group, Inc.
Other Link: https://www.hkfg.biz
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (732) 842-7400

Address: 298 Broad St, Red Bank, NJ 07701

Website: https://www.hkfg.biz

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Hogan-Knotts Financial Group Inc

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
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.
Income Tax
Timothy is one of the two owners, and Senior Planners, with the Hogan-Knotts Financial Group, Inc. He focuses on working with pre- and post-retirement individuals and couples so that they don’t run out of money before they run out of time. Tim has been a CERTIFIED FINANCIAL PLANNER™ for overr 30 years, earning a post-graduate certificate in Financial Planning from the College for Financial Planning in 1988. Timothy is active in both his professional and personal communities, and is currently a member, and past Board member, of the Financial Planning Association of New Jersey (FPANJ). In order to stay apprised of developments in estate & income tax law, as well as insurance, trust work and investing, Tim is a member and past President of the Estate & Financial Planning Council of Central New Jersey. Timothy is serving, or has served his community in the past, on the Boards for the Monmouth Council of the Boy Scouts of America, the Monmouth Unit of the American Cancer Society, the Central Jersey Chapter of the International Association for Financial Planning (past President), the West Long Branch, NJ Volunteer EMS Department (past President), the Red Bank, NJ First Aid Squad and the West Long Branch, New Jersey Chapter of Lions International (past President). Mr. Knotts is a NJ State Certified EMT, a P.A.D.I. Certified Master S.C.U.B.A. diver, and an FCC Amateur Radio General Class License holder (KC2OMZ). Timothy is married now for over 35 years, has four children, one grandchild, one dog, two cats, and has made his home in NJ since 1985. Tim graduated with honors from the University of California, Davis, in 1984 with a BS degree in Environmental Planning and Management. He spent the first two years after graduation working with the National Park Service, U.S. Department of the Interior.

Investment Management
The Hogan-Knotts Financial Group is a private financial planning business, the prodigy of a firm established in 1971 and incorporated in 1979. We offer conservative financial advice, counseling and investment management to a select group of individuals, multi-generational families, and businesses.
Wealth Management
Slick TV ads often make financial planning and wealth management sound simple, but it’s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government regulations, and finance as well as history, psychology and how to communicate with loved ones about sensitive issues. This article highlights some of the knowledge needed to manage wealth and why it’s often so daunting without the help of an independent personal financial advisor who is familiar with your situation.

Accounting Services

Financial Planning
Headed by two principals with over 60 combined years of financial planning experience, we have seen many competitors come and go while remaining independent of all of those Wall Street firms and brokerage houses. We are not tied to any financial institution and do not “carry the torch” for any of them.
Retirement Planning
Asset Management

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