Author Archive for: f2819644
Entries by f2819644
Does Your State Have a Marriage Penalty? 2020
Click to Enlarge Does Your State Have a Marriage Penalty? 2020 A marriage penalty exists when a state’s income brackets for married taxpayers filing jointly are less than double the bracket widths that apply to single filers. In other words, married couples who file jointly under this scenario face a higher effective tax rate than […]
How High Are Property Taxes in Your State? 2018
Click to Enlarge How High Are Property Taxes in Your State? 2018 Note: The figures in this table are mean effective property tax rates on owner-occupied housing (total real taxes paid divided by total home value). As a result, the data exclude property taxes paid by businesses, renters, and others. D.C.’s rank does not affect […]
The Michigan Long-Term Care Insurance Partnership Program – Long Term Care University – 08/15/20
Long Term Care University – Question of the Month – 08/15/20 Research By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Michigan Long-Term Care Insurance Partnership Program? The Problem […]
How the S&P 500 Performed During Major Market Crashes – Visual Capitalist – 08/05/20
Click to Enlarge How the S&P 500 Performed During Major Market Crashes How does the current COVID-19 crash of 2020 stack up against previous market crashes? Title Start — End Date Duration (Trading Days) % Drop Black Tuesday / Great Crash* Sep 16, 1929 — Sept 22, 1954 300 months (7,256 days) -86% Nixon Shock […]
Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 3 – 08/01/20
Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘Are Indexed Universal Life Insurance Policies as Good as They Sound?’ Part 1 and Part 2. Can Indexed Universal Life (IUL) Insurance Policies be designed to maximize tax-free disbursements? […]
Are Indexed Universal Life (IUL) Insurance Policies as Good as They Sound? – Part 2 – 08/01/20
Money Matters – Skloff Financial Group Question of the Month – August 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Are Indexed Universal Life Insurance Policies as Good as They Sound?’ Part 1. Can Indexed Universal Life (IUL) Insurance Policies be designed to maximize the tax-free death benefit? […]