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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

      YOU CAN PLAN FOR IT, dream about it and try to visualize it, but there's no way to tell for sure what retirement will be like for you until after you've actually pulled the trigger and left the job. As you contemplate this major life change, remember to prepare for these potential retirement [...]

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      Americans are living longer into retirement, but the financial solutions needed to support them have not kept pace with their needs. With a number of bipartisan proposals currently under consideration, the U.S. Congress has the opportunity to take significant steps toward solving these retirement [...]

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      Halloween might get less scary as we age, but there are a lot of frightening aspects of retirement in 2018. In fact, recent data on the state of America’s workforce shows just how underprepared for retirement many Americans are. While running out of money, drastic lifestyle changes, and the [...]

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    • IRA BLOG

      Back to School? 10 Things You Must Know about Using your IRA for Educational Expenses

      The arrival of August means that it’s back to school time! This means it is time for new school supplies and other bigger expenses. Are you thinking about using your IRA to pay that large tuition bill? The rules can be complicated. Here are 10 things you will want to know: 1. Usually, if you [...]

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      What’s Your IRA Worth?

      August 9, 2017
      What’s Your IRA Worth?

      Many IRA owners invest in assets other than the usual stocks, bonds, cash, and mutual funds. In fact, the tax code allows for IRAs to invest in just about anything out there except for collectibles, life insurance, and S-corporation stock. But when you invest in those “other assets,” what are [...]

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      5 NUA Facts That May Surprise You

      You may have heard of the Net Unrealized Appreciation (NUA) tax break. This is a special rule that allows you to qualify for capital gains treatment on distributions of appreciated employer stock from your employer plan. With the market doing well, now may a be a time when this strategy is more [...]

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