Katz Zlotnick & Associates

 

 

Katz Zlotnick & Associates
Financial Consultants to Businesses
 
Creating Solutions for the Business Owner
 
Katz, Zlotnick & Associates is a highly successful, independent benefits and financial services consulting firm.  We help clients make the important connections between risk management, benefit programs and personal wealth management. Think of us as the navigator of your business. For over 30 years we have provided the specialized experience and services to create the solutions businesses like yours need to maneuver the financial seas,
 
We are committed to an uncompromising level of personal service, problem solving and accountability.
 
We work with:
 
Closely Held Businesses 
Tax Professionals
Corporate Clients
 
Solutions and services in three distinct areas:
 
Pension Consulting
Employee Benefits
Personal Wealth Management
Calculators

Taxable Equivalent Yield

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

Car Affordability

How much can you afford to pay for a car?

Lease Interest

What's the interest rate on the lease you're considering?

Roth IRA Conversion

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

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Newsletters

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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