Entries by f2819644

Traditional Versus Hybrid Life and Long Term Care Insurance – Long Term Care University – 03/15/25

    Long Term Care University – Question of the Month – 03/15/25 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens […]

Top State Marginal Income Tax Rates 2025

Click to Enlarge Top State Marginal Income Tax Rates 2025 California also imposes a 1.1% payroll tax on wage income, bringing the all-in top rate to 14.4%. Note: Map shows top marginal rates: the maximum statutory rate in each state. This map does not show effective marginal tax rates, which would include the effects of […]

What Are the IRA Contribution and Income Limits for 2024 and 2025? – 02/01/25

    Money Matters – Skloff Financial Group Question of the Month – February 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2025, can we still contribute to Individual Retirement Accounts for 2024?  What are the contribution limits, income limits and contribution deadlines for 2024 and 2025? A: The Problem […]

Long Term Care Insurance Tax Benefits 2025 – Long Term Care University – 01/15/25

    Long Term Care University – Question of the Month – 01/15/25 Research 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 […]

Retirement Plan Contribution Limits for 2025 and 2024 – 01/01/25

    Money Matters – Skloff Financial Group Question of the Month – January 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2025.  What are the contribution limits for various retirement accounts in 2025? The Problem – Lack of Retirement Savings Most pre-retirees […]