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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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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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.
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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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.