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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

      How to Find Serenity Despite Retirement Uncertainty

      “How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial situation, Julie never, ever feels fine about the [...]

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      Putting Strings on What You Leave Your Children

      How to protect beneficiaries from themselves. Billionaire Warren Buffett was famously quoted as saying that when it came to leaving your children money, the sweet spot is “enough money so that they would feel they could do anything, but not so much that they could do nothing.” Few of us need[...]

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      3 SIMPLE WAYS TO SAVE FOR RETIREMENT

      Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better [...]

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    • IRA BLOG

      By Jeremy T. Rodriguez, JD IRA Analyst Qualified plans are required to provide participants with a number of notices and information. There’s the Summary Plan Description, the Summary Annual Report, annual safe harbor notices (if applicable), plan account statements (either quarterly or [...]

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      By Sarah Brenner, JD IRA Analyst After last year’s passage of the Tax Cuts and Jobs Act, which overhauled the tax code, you might think Congress would be done with tax legislation for a while. That is not the case. While Republican efforts to unleash as second round of tax reform are likely to[...]

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      By Sarah Brenner, JD IRA Analyst Question: Good Morning, I have a question in regards to Roth 401k vs Roth IRA. Can you roll over your Roth 401k to a Roth IRA to avoid the RMD that must be taken when the individual reaches 70 1/2 with a Roth 401k? Thank you. Carol Answer: Hi [...]

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