Entries by f2819644

Does Your State Tax Withdrawals from Pre-Tax Retirement Accounts? – Part 2 – 07/01/25

    Money Matters – Skloff Financial Group Question of the Month – July 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  and ‘Does Your State Tax Pre-Tax Contributions to Retirement Accounts?’ Part 1 and […]

Does Your State Tax Withdrawals from Pre-Tax Retirement Accounts? – Part 1 – 07/01/25

    Money Matters – Skloff Financial Group Question of the Month – July 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  and ‘Does Your State Tax Pre-Tax Contributions to Retirement Accounts?’ Part 1 and […]

The Idaho Long-Term Care Insurance Partnership Program – Long Term Care University – 06/15/25

    Long Term Care University – Question of the Month – 06/15/25 Research By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Idaho Long-Term Care Insurance Partnership Program? The Problem […]

Does Your State Tax Pre-Tax Contributions to Retirement Accounts? – Part 2 – 06/01/25

    Money Matters – Skloff Financial Group Question of the Month – June 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  and ‘Does Your State Tax Pre-Tax Contributions to Retirement Accounts?’ Part 1.  For […]

Paying for College: What to Know About 529 Plans – CNBC – 05/30/25

Paying for College: What to Know About 529 Plans The average cost of college is $38,270 per year in the United States, including tuition and living expenses, according to the education data initiative. CNBC senior personal finance correspondent shares information about how to save for college expenses. Click Here for Your Long Term Care Insurance […]

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

    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

    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 – […]