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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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Required Minimum Distributions

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Estate Taxes: Should a Trust Own Your Life Insurance?

An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

Know Your Mutual Funds

Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

Time to Hire? Consider the Pros and Costs

Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.

IPOs: Consider the Risks Behind the Hype

Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.

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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