Long Term Care University – Question of the Month – 06/15/25 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 Idaho Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
Money Matters – Skloff Financial Group Question of the Month – June 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 and ‘Does Your State Tax Pre-Tax Contributions to Retirement Accounts?’ Part 1. For state income tax […]
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. Click Here for Your Long Term Care Insurance […]
Long Term Care University – Question of the Month – 05/15/25 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 and LTC policies over […]
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 – Assuming Federal Income […]
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. Click Here for Your Long Term Care Insurance Quotes
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. Click Here for Your Long Term Care Insurance Quotes
