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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

      Your NUA and Required Beginning Date Questions Answered: This Week's Q&A

      This week's Slott Report Mailbag examines NUA and the required beginning date (RBD) for taking an RMD.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello and thank you in advance for your [...]

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      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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