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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

      For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the value of a diversified retirement portfolio. During this month, organizations like IALC encourage those planning for retirement to investigate [...]

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      Bill Benson and his wife had planned to fortify their retirement savings once their children left home, so they’d have enough to travel and relax. But at 68, Benson is still working full-time, and that empty nest he envisioned isn’t so empty. Benson’s eldest daughter moved home with her two [...]

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      This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans plan for life after work. In May, the House of Representatives passed the most significant piece of retirement legislation in more than a decade, and [...]

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    • IRA BLOG

      Need to Withdraw From an IRA Before Turning 70 1/2 Years Old? This Weeks Q&A Mailbag and More.

      Need to Withdraw From an IRA Before Turning 70 1/2 Years Old? This Weeks Q&A Mailbag and More. This week's Slott Report Mailbag looks into RMDs, QCDs, and IRA withdrawals prior to turning 70 1/2 years old. As always, we recommend you work with a competent, educated financial advisor to keep [...]

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      What's New and How Does it Impact You? Retirement Plan Contribution Limits for 2017.

      What's New and How Does it Impact You? Retirement Plan Contribution Limits for 2017. There were few changes to the retirement contribution limits for 2017. IRA and Roth IRA limits remain the same. The maximum an individual with earned income can contribute is $5,500 split any way they want [...]

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      7 Resolutions for Your IRA for 2017

      7 Resolutions for Your IRA for 2017 A new year brings a fresh start and a chance to do things better. You probably have a few resolutions for 2017. You may be planning to eat healthier, get more exercise, or stick to a budget. As you are making your resolutions for the new year, don’t overlook [...]

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