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We partner with select companies who wish to save their employees life savings by replacing outdated, expensive 401(k)s with efficient, modern plans.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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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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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.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.