Strategic 401(k) Plan Partner
We partner with select companies who wish to save their employees life savings by replacing outdated, expensive 401(k)s with efficient, modern plans.
SELECTING A PARTNER FOR YOUR QUALIFIED PLAN IS ONE OF THE MOST IMPORTANT DECISIONS YOU WILL MAKE FOR YOUR ORGANIZATION.
It's a choice that has implications for you and your company and the long-term financial plans of your employees. Generic broker-sold solutions just don't always make the best plans today because they often lack the specialized knowledge and services you and your employees need.
At Kelly & Associates, our experience helps us to develop a prudent qualified retirement plan based on your needs. After all, we have specialized in corporate retirement plans for 25 years.
All Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.
Newsletters
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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 73.
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Lease Payment
How much would your monthly lease payment be?