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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

      ANNUITY SHIFT

      May 25, 2017
      ANNUITY SHIFT

      ANNUITY SHIFT National Retirement Planning Week took place in April, and the whole month was Financial Capability Month. April was full of encouragement for individuals to move their retirement savings plans forward. California’s insurance commissioner, Dave Jones, took part: He put out [...]

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      NEW STUDY: 1 IN 3 AMERICANS CONFESS STOPPING RETIREMENT SAVINGS AT LEAST ONCE

      NEW STUDY: 1 IN 3 AMERICANS CONFESS STOPPING RETIREMENT SAVINGS AT LEAST ONCE While a whopping 94 percent of Americans currently give themselves a passing grade on retirement, a third of them have confessed to stopping retirement savings at least once, according to a new report from the Indexed [...]

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      1 in 4 workers have less than $1,000 saved for retirement

      1 in 4 workers have less than $1,000 saved for retirement You're not alone if you have next to nothing saved for retirement. But that doesn't mean you're in good company. Almost one-quarter of workers said they and their spouse combined have less than $1,000 saved for retirement, according to a [...]

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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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