Welcome to Kreifels Retirement Planning, Inc. (KRP)
"Safe Money Solutions"'
Here you will find a wealth of information in the form of newsletters, articles, calculators and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation using "safe money solutions." We have created this Web site to help you gain a better understanding of the retirement planning concepts behind insurance, investing, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your retirement planning goals.
We’re here to help educate you about the basic concepts of retirement planning; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of retirement planning.
Kreifels Retirement Planning has been the recipient of many national achievement awards and enjoys a Better Business Bureau (BBB) Accredited Member Rating of A+ as an Honor Roll Member for many years, exemplifying excellence in customer service.Newsletters
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.