Entries by f2819644

The SECURE Act 2.0 Brings Big Changes to Retirement Accounts – Part 3 – 02/01/23

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    Money Matters – Skloff Financial Group Question of the Month – February 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1,  Part 2, and Part 3, and ‘The SECURE Act 2.0 Brings Big Changes to […]

The SECURE Act 2.0 Brings Big Changes to Retirement Accounts – Part 2 – 02/01/23

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    Money Matters – Skloff Financial Group Question of the Month – February 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1,  Part 2, and Part 3, and ‘The SECURE Act 2.0 Brings Big Changes to […]

The SECURE Act 2.0 Brings Big Changes to Retirement Accounts – Part 1 – 02/01/23

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    Money Matters – Skloff Financial Group Question of the Month – February 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1,  Part 2, and Part 3. We have large retirement accounts, so we are concerned […]

Long Term Care Insurance Tax Benefits 2023 – Long Term Care University – 01/15/23

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    Long Term Care University – Question of the Month – 01/15/23 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 […]

Top State Marginal Income Tax Rates 2023

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Click 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, […]