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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

      10 misconceptions about saving for medical care in retirement

      10 misconceptions about saving for medical care in retirement Retirement isn’t the only thing workers have trouble saving for; the other big gap in planning is health care. According to a Voya Financial survey, Americans just aren’t ready to pay for the health care they might need in [...]

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      The power and pitfalls of retirement savers' illusions

      The power and pitfalls of retirement savers' illusions Study finds that the format in which information is presented affects an individual’s perception of wealth (or poverty) A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is [...]

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      4 Things to Eliminate From Your Life for a Happy Retirement

      4 Things to Eliminate From Your Life for a Happy Retirement What you remove is just as important as what you add. Many retirement articles have been written about all the wonderful things you can do with the free time you will have after you retire. Once you leave work, you’ll have more time[...]

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    • IRA BLOG

      Problems with the Once-Per-Year Rollover Rule? This Week’s Q&A

      Problems with the Once-Per-Year Rollover Rule? This Week’s Q&A This week's Slott Report Mailbag looks into 72(t) payments, CD-IRAs, and the once-per-year rollover rule. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and [...]

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      6 Things Every Non-Spouse IRA Beneficiary Needs to Know

      6 Things Every Non-Spouse IRA Beneficiary Needs to Know It is not unusual to inherit an IRA from someone who is not your spouse. Many people inherit an IRA from a parent or a sibling. If this is the case for you, here are six things you will want to know. 1. Take some time. When you inherit an [...]

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      3 Reasons a 401(k) Deferral Beats an IRA Contribution

      3 Reasons a 401(k) Deferral Beats an IRA Contribution 1) There Are No Restrictions Preventing a Tax Break When you defer a portion of your salary into a traditional 401(k), the amount deferred will reduce your taxable income dollar-for-dollar. This is true regardless of how much income you (and[...]

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