Entries by Aaron Skloff, AIF, CFA, MBA

Does Your State Tax Withdrawals from Pre-Tax Retirement Accounts? – Part 1

Money Matters – Skloff Financial Group Question of the Month – July 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better?’ Part 1 and Part 2  and ‘Does Your State Tax Pre-Tax Contributions to Retirement Accounts?’ Part 1 and Part 2. Are […]

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

Long Term Care University – Question of the Month – 06/15/25 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 Idaho Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

Does Your State Tax Pre-Tax Contributions to Retirement Accounts? – Part 2

Money Matters – Skloff Financial Group Question of the Month – June 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better?’ Part 1 and Part 2  and ‘Does Your State Tax Pre-Tax Contributions to Retirement Accounts?’ Part 1.  For state income tax […]

Paying for College: What to Know About 529 Plans – CNBC

Paying for College: What to Know About 529 Plans The average cost of college is $38,270 per year in the United States, including tuition and living expenses, according to the education data initiative. CNBC senior personal finance correspondent shares information about how to save for college expenses. Click Here for Your Long Term Care Insurance […]

Does Your State Tax Pre-Tax Contributions to Retirement Accounts? – Part 1

Money Matters – Skloff Financial Group Question of the Month – May 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better?’ Part 1 and Part 2.  Do pre-tax contributions to retirement accounts defer state income taxes? The Problem – Assuming Federal Income […]

Take Roth Employer Retirement Account Contributions Versus Pre-Tax Employer Contributions in Tax-Free States and Withdrawals in High Tax States

Click to Enlarge Take Roth Employer Retirement Account Contributions Versus Pre-Tax Employer Contributions in Tax-Free States and Withdrawals in High Tax States Take Roth employer contributions versus Pre-tax employer contributions in tax-free states and withdrawals in high tax states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes