Entries by Aaron Skloff, AIF, CFA, MBA

Business Retirement Plans 2020

Click to Enlarge   Business Retirement Plans 2020 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Click Here for Your Long Term Care Insurance Quotes

Indexed Universal Life Insurance – Flexibility and Safety

 Indexed Universal Life Insurance – Flexibility and Safety Indexed Universal Life (IUL) Insurance policies are permanent life insurance policies that have a death benefit and a cash value.  The death benefit is paid when you die and is typically tax free.  The cash value is the accumulated cash inside the policy, as a result […]

Weights in MSCI All Country World Index

Click to Enlarge Weights in MSCI All Counry World Index – 12/31/19 Sources: MSCI, J.P. Morgan Asset Management Click Here for Your Long Term Care Insurance Quotes

Missing Top Performing Days Can Hurt Your Return – BlackRock – 01/01/20

Missing Top-Performing Days Can Hurt Your Return Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (2000–2019) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 2000 to December 31, 2019. […]

IRA Contribution and Income Limits for 2019 and 2020

Click to Enlarge IRA Contribution and Income Limits for 2019 and 2020 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  

Retirement Plan Limits 2019 and 2020

Click to Enlarge Retirement Plan Limits 2019 and 2020 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Have Your 401(k), 403(b), 457(b) Account Professionally Managed