Author Archive for: f2819644
About f2819644
Aaron Skloff, Accredited Investment Fiduciary (AIF), Chartered Financial Analyst (CFA) charter holder, Master of Business Administration (MBA), is the Chief Executive Officer of Skloff Financial Group, a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for high net worth individuals and benefits for small to middle sized companies. He can be contacted at www.skloff.com or 908-464-3060.
Entries by f2819644
Top State Marginal Income Tax Rates 2023
/in - SLIDES CATEGORIES, Financial Planning, Taxes/by f2819644Click to Enlarge Top State Marginal Income Tax Rates 2023 Note: (*) State has a flat income tax. (**) State only taxes interest and dividends income. (***) State only taxes capital gains income. Map shows top marginal rates: the maximum statutory rate in each state. This map does not show effective marginal tax rates, […]
IRA Contribution and Income Limits for 2022 and 2023
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge IRA Contribution and Income Limits for 2022 and 2023 Please see these links for articles on Traditional IRAs and Roth IRAs, Backdoor Roth IRAs, Jumbo Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s. Income defined as Modified Adjusted Gross Income (MAGI). Click Here for Your Long Term Care Insurance Quotes
Medicare Part B Premiums 2023
/in - SLIDES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Part B premiums are based on tax returns from two years earlier. Medicare doesn’t cover long-term care (also called custodial care). Part B Deductible and Coinsurance You pay $226 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the Medicare-approved amount for these: Most […]
Growth of $1 Investment: 1926-2022
/in - SLIDES CATEGORIES, Investing/by f2819644Past performance is no guarantee of future results. Hypothetical value of $1 invested at the beginning of 1926. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Investing involves risk, including the […]
Skloff Financial Group
7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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