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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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

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Don’t Let a Disaster Keep the Lights Off Forever

As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?

Five Red Flags That Raise the Odds of an Audit

Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.

What’s Required of the Executor of an Estate?

Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.

Three Regrets of Retirees

More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

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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