Entries by Aaron Skloff, AIF, CFA, MBA

Long Term Care Insurance Tax Benefits 2024 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/24 By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees? If so, are there any tax advantages for employers or employees? Are there tax advantages for individuals […]

Business Retirement Plans 2024

Click to Enlarge Business Retirement Plans 2024 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Click Here for Your Long Term Care Insurance Quotes

IRA Contribution and Income Limits for 2023 and 2024

Click to Enlarge IRA Contribution and Income Limits for 2023 and 2024 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  

Income Tax and Capital Gains Rates 2024

Click to Enlarge Income Tax and Capital Gains Rates 2024 Income tax, capital gains, qualified dividends and investment surtax rates for 2024. Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Contribution Limits for 2024 and 2023

Money Matters – Skloff Financial Group Question of the Month – January 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2024.  What are the contribution limits for various retirement accounts in 2024? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]