Entries by Aaron Skloff, AIF, CFA, MBA

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  

Retirement Plan Contribution Limits for 2020 and 2019

Money Matters – Skloff Financial Group Question of the Month – January 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2020.  What are the contribution limits for various retirement accounts in 2020? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]

Income Tax and Capital Gains Rates 2020

Click to Enlarge Income Tax and Capital Gains Rates 2020 Income tax, capital gains, qualified dividends and investment surtax rates for 2020. Have Your 401(k), 403(b), 457(b) Account Professionally Managed  

The Pennsylvania Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 12/15/19 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 Pennsylvania Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

Cash Is Back. Here’s Why – Wall Street Journal

Cash Is Back. Here’s Why Cash is often viewed as a safe, but boring investment. But lately, it’s looking shinier than it has in a while. WSJ explains why investors are piling trillions into money market accounts, even as stocks reach new highs. Click Here for Your Long Term Care Insurance Quotes

Tax Moves to Make Now – CNBC

Tax Moves to Make Now 2020 is rapidly approaching, but there’s still time to make some year-end money moves. Senior Personal Finance Correspondent Sharon Epperson has actions you can take now to cut your tax bill before the ball drops. Click Here for Your Long Term Care Insurance Quotes