Entries by f2819644

Not All Hybrid-Combination Life And Long Term Care Insurance Policies Are The Same – Long Term Care University – 04/15/19

    Long Term Care University – Question of the Month – 04/15/19 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Hybrid-Combination LTC policy.  Are all Hybrid-Combination LTC policies the same? Overview.  […]

Top 10 Tips to Reduce Income Taxes and Capital Gains Taxes 2019 – 04/01/19

    Money Matters – Skloff Financial Group Question of the Month – April 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates 2019’.  What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2019? The Problem – Taming the […]

Top State Marginal Income Tax Rates 2019

Click to Enlarge Top State Marginal Income Tax Rates 2019 Note: (*) State has a flat income tax.  (**) State only taxes interest and dividends income. Map shows top marginal rates: the maximum statutory rate in each state. This map does not show effective marginal tax rates, which would include the effects of phase-outs of […]

Lincoln Long Term Care Fixed Annuity Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University – 03/15/19

    Long Term Care University – Question of the Month – 03/15/19 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article 1035 Tax-Free Exchange and are interested in Hybrid Combination Annuity and Long Term Care (LTC) Insurance policies.  Can you please review the Lincoln Long Term Care Fixed Annuity Hybrid […]