Downloads
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
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: Schlimgen, Michael
ADV Part 2B: Schmitz, Eric
ADV Part 2B: Schwartz, Eric
ADV Part 2B: Stirling, Joshua
ADV Part 2B: Warcup, Liane
ADV Part 2B: Wernsing-Cuevas, Maleeah
Klaas Essentials:
Our Specialties & Services
About Klaas Financial
How to Read Your Statement
Compliance Record
Social Media Guide
The Weekly Market Pulse Promo:
View Pulse Promo
Retirement Downloads:
2025 Comparison of Employer-Sponsored Retirement Plans
2025 Retirement Plan Contribution Limits
Tax-Related Downloads:
2025 Tax Brackets
2025 Standard Deductions, Exemptions & Credits
2025 Federal Estate and Gift Tax Updates
2025 Additional Medicare Tax
2025 Medicare IRMAA Surcharge
Archived Quarterly Market Commentaries
Prior Years Downloads
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