Krim Associates

The professionals of Krim Associates specialize in identifying solutions for the planning challenges faced by hard working, successful business owners, professionals, executives, and retirees - all responsible, respected leaders in their professions, industries, and communities.  As advisors, we have developed a thorough understanding of the unique problems and opportunities that confront this group of people.  This, coupled with extensive knowledge of and experience with innovative planning strategies, translates into an ability to offer you the information and advice you need to help make educated decisions. Together we can help to achieve consistent and measurable results for you and all those affected by your financial decisions.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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The Pros and Cons of Financing Options

Common types of financing that might be available to help small businesses expand or cover operating expenses.

What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

Six Steps to Launching a New Venture

Here are some important first steps entrepreneurs should consider when starting a new venture.

When a Saver Marries a Spender, Every Penny Counts

Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck