Entries by Aaron Skloff, AIF, CFA, MBA

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

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

Nasdaq Composite Performance Following Bear Market Entry 1973-2022

Nasdaq Composite Performance Following Bear Market Entry 1973-2022 Since 1973, bear markets have typically lasted 111 trading days, or over five months, for the Nasdaq Composite. History also shows that, going back to 1973, tech stocks have typically risen in the first month after the Nasdaq entered a bear market, with the index delivering an […]

Income Tax and Capital Gains Rates 2025 – Part 2

Money Matters – Skloff Financial Group Question of the Month – April 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Income Tax and Capital Gains Rates 2025’ Part 1.  Can you give examples of marginal and effective income tax rates? The Problem – Maze of Marginal and Effective Income Tax Rates Looking at […]