Entries by Aaron Skloff, AIF, CFA, MBA
Top State Marginal Income Tax Rates 2020
Click to Enlarge Top State Marginal Income Tax Rates 2020 Note: (*) State has a flat income tax. (**) State only taxes interest and dividends income. Map shows top marginal rates: the maximum statutory rate in each state. This map does not show effective marginal tax rates, which would include the effects of phase-outs of […]
The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 3
Money Matters – Skloff Financial Group Question of the Month – February 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles: ‘Stretch IRA: Avoid Withdrawals and Taxes as Long as Possible’, ‘Roth IRA Conversions’ and ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 1’ and […]
The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 2
Money Matters – Skloff Financial Group Question of the Month – February 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles: ‘Stretch IRA: Avoid Withdrawals and Taxes as Long as Possible’, ‘Roth IRA Conversions’ and ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 1’. We […]
The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 1
Money Matters – Skloff Financial Group Question of the Month – February 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: How does the SECURE Act impact our estate planning estate planning financial planning and tax planning? A: The Problem — The SECURE Act radically changes estate planning financial planning and tax planning. The SECURE […]
What Are the IRA Contribution and Income Limits for 2019 and 2020?
Money Matters – Skloff Financial Group Question of the Month – February 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2020, can we still contribute to Individual Retirement Accounts for 2019? What are the contribution limits, income limits and contribution deadlines for 2019 and 2020? A: The Problem — Foregoing […]
