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King And Associates Insurance And Investment Services

Lake Mary/Orlando,

Phone:

Ofc: 407-792-5576 Cell: 407-595-2288

Fax:

407-386-3013

E-mail:

tk@kinginsinv.com

We're prepared to work with the most important money of all..... yours

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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:

wealth preservation & transfer

insurance
retirement goals & income
estate planning

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

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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More Newsletters

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators