These PDF downloads will give you additional insight into the services at Klaas Financial and opportunities we provide for our clients to address their financial goals. Take a look at these downloadable PDFs and let us know how we can help.

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Klaas Financial Asset Advisors, LLC Regulatory Brochures & Information:
ADV Part 2A-KFAA General Disclosure Brochure
ADV Part 2A: Appendix 1-KIP Wrap Fee Brochure

Privacy Statement

ADV Part 2B: Breiby, Nate
ADV Part 2B: Ebert, Alyssa
ADV Part 2B: Kite, Kyle
ADV Part 2B: Klaas, Craig J.
ADV Part 2B: Ross, Forrest
ADV Part 2B: Schwartz, Eric
ADV Part 2B: Stirling, Joshua
ADV Part 2B: Wernsing-Cuevas, Maleeah

Form CRS Disclosure

Klaas Financial Portfolio Management Group Investment Information:
Klaas Financial KIP Portfolios – Investment Policy Statements

Klaas Essentials:
Retirement Planning Road Map
Our Specialities & Services
About Klaas Financial
How to Read Your Statement
Compliance Record
Social Media Guide

The Weekly Market Pulse Promo:
View Pulse Promo

Retirement Downloads:
2024 Retirement Plan Contribution Limits
2024 Comparison of Employer-Sponsored Retirement Plans
2025 Retirement Plan Contribution Limits

Tax-Related Downloads:
2024 Charitable Gifting & Donations
2024 Tax Brackets
2024 Standard Deductions, Exemptions & Credits
2024 Federal Estate and Gift Tax Updates
2024 Additional Medicare Tax
2024 Medicare IRMAA Surcharge

Select market commentary…Klaas Commentary 2020 Q1Klaas Commentary 2019 Q4Klaas Commentary 2019 Q3Klaas Commentary 2019 Q2Klaas Commentary 2019 Q1Klaas Commentary 2018 Q4Klaas Commentary 2018 Q3Klaas Commentary 2018 Q2Klaas Commentary 2018 Q1Klaas Commentary 2017 Q4Klaas Commentary 2017 Q3Klaas Commentary 2017 Q2Klaas Commentary 2017 Q1Klaas Commentary 2016 Q4Klaas Commentary 2016 Q3Klaas Commentary 2016 Q2Klaas Commentary 2016 Q1Klaas Commentary 2015 Q4Klaas Commentary 2015 Q3Klaas Commentary 2015 Q2Klaas Commentary 2015 Q1Klaas Commentary 2014 Q4Klaas Commentary 2014 Q3Klaas Commentary 2014 Q2

Prior Years Downloads

2023

Retirement Downloads:
2023 Retirement Plan Contribution Limits
2023 Comparison of Employer-Sponsored Retirement Plans

Tax-Related Downloads:
2023 Charitable Gifting & Donations
2023 Tax Brackets
2023 Standard Deductions, Exemptions & Credits
2023 Federal Estate and Gift Tax Updates
2023 Additional Medicare Tax
2023 Medicare IRMAA Surcharge

2022

Retirement Downloads:
2022 Retirement Plan Contribution Limits
2022 Comparison of Employer-Sponsored Retirement Plans

Tax-Related Downloads:
2022 Tax Brackets
2022 Standard Deductions, Exemptions & Credits
2022 Federal Estate and Gift Tax Updates
2022 Additional Medicare Tax
2022 Medicare IRMAA Surcharge

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