Entries by f2819644

Hybrid Life and Long Term Care Insurance with Lifetime Premiums – Long Term Care University – 05/15/25

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    Long Term Care University – Question of the Month – 05/15/25 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Life and Long Term Care Insurance (LTC) policy. Can we pay for Hybrid Life […]

Does Your State Tax Pre-Tax Contributions to Retirement Accounts? – Part 1 – 05/01/25

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    Money Matters – Skloff Financial Group Question of the Month – May 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better?’ Part 1 and Part 2.  Do pre-tax contributions to retirement accounts defer state income taxes? The Problem – […]

Take Roth Employer Retirement Account Contributions Versus Pre-Tax Employer Contributions in Tax-Free States and Withdrawals in High Tax States

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Click to Enlarge Take Roth Employer Retirement Account Contributions Versus Pre-Tax Employer Contributions in Tax-Free States and Withdrawals in High Tax States Take Roth employer contributions versus Pre-tax employer contributions in tax-free states and withdrawals in high tax states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Take Pre-Tax Employer Retirement Account Contributions Versus Roth Employer Contributions in High Tax States and Withdrawals in Tax-Free States

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Click to Enlarge Take Pre-Tax Employer Retirement Account Contributions Versus Roth Employer Contributions in High Tax States and Withdrawals in Tax-Free States Take Pre-Tax employer contributions versus Roth employer contributions in high tax states and withdrawals in tax-free states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Make Roth Retirement Account Contributions Versus Pre-Tax Contributions in Tax-Free States and Withdrawals in High Tax States

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Click to Enlarge Make Roth Retirement Account Contributions Versus Pre-Tax Contributions in Tax-Free States and Withdrawals in High Tax States Make Roth contributions versus Pre-tax contributions in tax-free states and withdrawals in high tax states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Make Pre-Tax Retirement Account Contributions Versus Roth Contributions in High Tax States and Withdrawals in Tax-Free States

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Click to Enlarge Make Pre-Tax Retirement Account Contributions Versus Roth Contributions in High Tax States and Withdrawals in Tax-Free States Make Pre-Tax contributions versus Roth contributions in high tax states and withdrawals in tax-free states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Hybrid Life and Long Term Care Insurance with 10-Pay Premiums – Long Term Care University – 04/15/25

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    Long Term Care University – Question of the Month – 04/15/25 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Life and Long Term Care Insurance (LTC) policy.  Can we pay for Hybrid Life […]