Money Matters – Skloff Financial Group Question of the Month – January 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2017. What are the contribution limits for various retirement accounts in 2017? The Problem – Lack of Retirement Savings Most pre-retirees […]
Click to Enlarge Past performance is no guarantee of future results. Growth of $1 Investment: 1926-2016 Index Compounded Return US Small Company Stocks 12.1% S&P 500 Index 10.0% US LT Government Bonds 5.5% US 30 Day Treasury Bills 3.4% US Inflation 3.0% U.S. treasury securities are direct debt obligations issued by the U.S. Government. With government […]
Click to Enlarge IRA Contribution and Income Limits for 2016 and 2017 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