Entries by Aaron Skloff, AIF, CFA, MBA

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  

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 […]