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. Are You Interested in Learning More?
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 […]
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 – […]
Click to Enlarge Take Roth Employer Retirement Account Contributions Versus Pre-Tax Employer Contributions in Tax-Free States and Withdrawals in High Tax States Take Roth employer contributions versus Pre-tax employer contributions in tax-free states and withdrawals in high tax states. Withdrawals will be state tax-free. Are You Interested in Learning More?
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. Are You Interested in Learning More?
Click to Enlarge Make Roth Retirement Account Contributions Versus Pre-Tax Contributions in Tax-Free States and Withdrawals in High Tax States Make Roth contributions versus Pre-tax contributions in tax-free states and withdrawals in high tax states. Withdrawals will be state tax-free. Are You Interested in Learning More?
Click to Enlarge Make Pre-Tax Retirement Account Contributions Versus Roth Contributions in High Tax States and Withdrawals in Tax-Free States Make Pre-Tax contributions versus Roth contributions in high tax states and withdrawals in tax-free states. Withdrawals will be state tax-free. Are You Interested in Learning More?