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Welcome to our site, where you'll find a wealth of information covering:

current news articles

& financial calculators

We want you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. King & Associates | Insurance & Investments Services created this site to help you gain a better understanding of the financial concepts of:

insurance
retirement goals & income
estate planning
wealth preservation & transfer

Most importantly, we hope you see the value of working with skilled professionals to pursue your goals. Your success is our goal. Don't put it off - call us today.

Newsletters

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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More Newsletters

Calculators

Life Expectancy

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

Lifetime Earnings

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

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

More Calculators