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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

      Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women in leadership are [...]

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      Last year, our study on the state of America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. [...]

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      Both annuities and life insurance should be considered in your long-term financial plan. While both include death benefits, you buy life insurance in the event you die too soon and an annuity in case you live too long. In other words, life insurance provides economic protection to your loved ones if[...]

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    • IRA BLOG

      Tax Reform Proposal Unveiled

      November 3, 2017
      Tax Reform Proposal Unveiled

      The much anticipated Republican proposal for tax reform has been released in the form of the Tax Cuts and Jobs Act, an over-400 page long major rewrite of the Tax Code.   It is sure to be controversial and subject to political dispute, and specific provisions are likely to change.  Here's how the[...]

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      The Rules and Strategies When You Inherit an IRA From Your Spouse: This Week’s Q&A

      This week's Slott Report Mailbag looks into RMDs and spousal IRA beneficiaries. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello, I need to take my RMD (Required Minimum Distribution). I'm not[...]

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      IRA RMD Basics for the First Year’s Distribution

      Every year more Baby boomers move toward age 70 ½ and their first required distributions from their retirement accounts. For those boomers born between July 1, 1946 and June 30, 1947, you turned 70 ½ in 2017. You now need to take your first required minimum distribution (RMD) from your IRA [...]

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