f2819644, Author at Skloff Financial Group

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

Important Tax Changes in 2023 – Morningstar – 01/26/23

January 26, 2023/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Retirement Planning, Taxes/by f2819644

Important Tax Changes in 2023 Inflation is driving higher limits on retirement plan contributions this year, but it’s also lifting the amount of income that’s subject to Social Security tax. Click Here for Your Long Term Care Insurance Quotes

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

January 15, 2023/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

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 […]

Tips for Mapping Out Your Retirement Plan – CNBC – 01/13/23

January 13, 2023/in - VIDEOS CATEGORIES, 401(k), Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Tips for Mapping Out Your Retirement Plan CNBC’s Sharon Epperson joins ‘Squawk Box’ to discuss the relationship between inflation and retirement, changes to retirement savings plan restrictions, and new laws around retirement withdrawals. Click Here for Your Long Term Care Insurance Quotes

IRS Adjusts Exemption Limits on Federal Estate and Gift Taxes – CNBC – 01/06/23

January 6, 2023/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Retirement Planning, Taxes/by f2819644

IRS Adjusts Exemption Limits on Federal Estate and Gift Taxes CNBC’s Robert Frank reports on implications from the adjustment to the gift and estate tax. Click Here for Your Long Term Care Insurance Quotes

Top State Marginal Income Tax Rates 2023

January 3, 2023/in - SLIDES CATEGORIES, Financial Planning, Taxes/by f2819644

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, […]

IRA Contribution and Income Limits for 2022 and 2023

January 1, 2023/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Click 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

Income Tax and Capital Gains Rates 2023

January 1, 2023/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Taxes/by f2819644

Click to Enlarge Income Tax and Capital Gains Rates 2023 Income tax, capital gains, qualified dividends and investment surtax rates for 2023. Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Limits 2022 and 2023

January 1, 2023/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Click to Enlarge Retirement Plan Limits 2022 and 2023 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Click Here for Your Long Term Care Insurance Quotes

Medicare Part B Premiums 2023

January 1, 2023/in - SLIDES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644

Click 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 […]

Author Archive for: f2819644

About f2819644

Entries by f2819644