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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

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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More Newsletters

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators