Entries by Aaron Skloff, AIF, CFA, MBA

Income Tax and Capital Gains Rates 2017

Click to Enlarge Income Tax and Capital Gains Rates 2017 Income tax, capital gains, qualified dividends and investment surtax rates for 2017. Have Your 401(k), 403(b), 457(b) Account Professionally Managed  

Savings After 25 Years

Click to Enlarge Savings After 25 Years If you were to save $1,250 per month over the course of 25 years and earn an average annual 7% per year (a good balance of risk and return for many savers) on your investments, you would have over $1 million in savings. Have Your 401(k), 403(b), 457(b) […]

IRA Contribution and Income Limits for 2016 and 2017

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). Have Your 401(k), 403(b), 457(b) Account Professionally Managed

Retirement Plan Limits 2016 and 2017

Click to Enlarge Retirement Plan Limits 2016 and 2017 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  

Year-end Retirement Tax Guide – CNBC

Year-end Retirement Tax Guide Don’t want a big tax surprise? Run through this year-end checklist to help minimize the amount you’ll pay come tax time in April! Click Here for Your Long Term Care Insurance Quotes