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    • A FEW WORDS ABOUT US

      We here at Koslow & Associates, Inc.  specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      Although most people know it’s never too early to start planning for retirement, many Americans aren’t truly prepared, and there are many supporting statistics from the Indexed Annuity Leadership Council’s (IALC) data: One in four baby boomers (think: your dad) have less than $5,000 [...]

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      When the yield on the 10-year U.S. Treasury note recently peaked a few basis points above 3% in May, for many market observers, a psychological barrier had been breached. That closely watched benchmark bond hadn’t exceeded 3% since July of 2011. “That’s a pretty significant level,” notes [...]

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      Here are four challenges to jump on right now to make sure your retirement is a happy one. I know you’re ready. You’re so close to retirement, you can taste the cool beverages on the beach and feel the sand between your toes. Unfortunately, at the rate you’re going, dear Baby Boomer, [...]

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    • IRA BLOG

      Question: Roll over all but $4000 of nondeductible IRA in my Traditional IRA into my SEP IRA, then rollover the $4K basis into my Roth IRA? Can I do that? Can I do both rollovers in quick succession in the same day so that the Traditional left with the $4K does not accrue the daily interest? [...]

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      Many individuals who open IRAs choose to invest in traditional asset classes, such as stocks, bonds, or mutual funds. But for a growing number of people, these options are not enough. Instead, they look to invest in other non-traditional assets. The tax code actually allows taxpayers to use IRA [...]

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      When you own multiple IRAs and take an IRA distribution, the IRS treats all your non-Roth IRAs as one. This helps you when you reach age 70 ½ and must begin taking annual required minimum distributions (RMDs). Instead of taking a separate RMD from each IRA, you can take the total RMD for all of [...]

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