Employees

Reduce your income tax [403(b) TSA].

Have tax-free income at retirement [403(b) Roth].

Receive your FREE TSA Services Notebook!

Maximize your paycheck.

Maximize your state retirement plan.

We have specialized in retirement plans for employees of public schools and non-profit organizations since 1975.  This is our largest marketplace.  We currently have clients in payroll deduction plans with qualified organizations throughout Iowa and South Dakota.  We offer payroll deduction retirement plans for schools, hospitals, nursing homes and other organizations.  Allen Knox Associates is recognized as an Educational Resource as we provide information on financial topics to administrators and employees in our service area.  Our associates are well-trained in all aspects of the IRS code regarding these special tax-sheltered plans.  It is this expertise combined with the mission to be an Educational Resource working from the client’s side of the table that has established Allen Knox Associates as a leader in the TSA marketplace.  We do not offer tax advice.  Contact your tax advisor for your specific situation.  Allen Knox Associates is an independent top-producing agency for several large insurance and investment companies.  As an independent agency, we can provide the investment solutions that best fit the client’s needs.  Call Allen Knox Associates today regarding any of the topics listed above or to request your no-obligation TSA Services Notebook containing the tools you need to maximize your paycheck, reduce your income tax and help maximize your retirement income.