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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.
    • The Pension Bomb

    • 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

      Annuities are getting more and more popular among seniors, and for good reason. Annuities are not right for everyone but are a real blessing for many seniors. Annuities are a popular choice for investors who want to receive a steady stream of income in retirement. The income you receive from [...]

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      If you work while collecting Social Security benefits, you can get hit with hefty benefit reductions. Here are the earnings limits for this year. Can you work and collect Social Security at the same time? The short answer is yes, it's possible. However, if you haven't reached your full retirement [...]

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      Sarah O'Brien While some people might have been saving and planning for decades for retirement, others might not have given much thought to their life after full-time work. If you plan to continue working in some capacity, keep in mind the effect it could have on your Social Security [...]

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    • IRA BLOG

      By Jeremy T. Rodriguez, JD IRA Analyst Question: I am in the process of setting up a QTIP because my current wife (age 64) is not the mother of my 2 children (ages 41 and 38).  If I pre-decease, the IRA will go to my wife within the trust. When she passes and the IRA is inherited by my [...]

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      PROHIBITED TRANSACTIONS

      January 16, 2019

      By Andy Ives, CFP®, AIF® IRA Analyst If I decide to climb on the roof of my house and try to ride a unicycle while blindfolded, it is not illegal. Dangerous, yes, but not in violation of any laws. If I elect to randomly jump off a bridge under the guidance of the Usually Successful Bungee [...]

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      By Jeremy T. Rodriguez, JD IRA Analyst In my last installment, I talked about one of my two favorite beginning of the year topics when it comes to retirement planning: New Year’s Resolutions (https://www.irahelp.com/slottreport/easy-new-year’s-resolutions-your-retirement). Here, I want to talk[...]

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