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. Click Here for Your Long Term Care Insurance Quotes
Long Term Care University – Question of the Month – 04/15/25 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 […]
Nasdaq Composite Performance Following Bear Market Entry 1973-2022 Since 1973, bear markets have typically lasted 111 trading days, or over five months, for the Nasdaq Composite. History also shows that, going back to 1973, tech stocks have typically risen in the first month after the Nasdaq entered a bear market, with the index delivering an […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Income Tax and Capital Gains Rates 2025’ Part 1. Can you give examples of marginal and effective income tax rates? The Problem – Maze of Marginal and Effective Income Tax Rates Looking at […]
Long Term Care University – Question of the Month – 03/15/25 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 Long Term Care Insurance (LTC) policy. Can you please review the Nationwide CareMatters Together Hybrid LTC policy? […]
Long Term Care University – Question of the Month – 03/15/25 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 Long Term Care Insurance (LTC) policy. Can you please review the Securian Minnesota Life SecureCare III Hybrid […]
Long Term Care University – Question of the Month – 03/15/25 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 Long Term Care Insurance (LTC) policy. Can you please review the John Hancock LifeCare Hybrid LTC policy? […]
