Long Term Care University – Question of the Month – 05/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: Can Combination and Life and Long Term Care Insurance (Combo or Hybrid) be offered as a company benefit? If so, are there any tax advantages for employers or employees? Are there tax advantages for […]
Money Matters – Skloff Financial Group Question of the Month – May 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Because I earn $300,000 per year I am disqualified from contributing to a Roth IRA. Are there other ways to accumulate Roth IRA savings? The Problem – Higher Earners Disqualified from Contributing to […]
Long Term Care University – Question of the Month – 04/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We are looking into Long Term Care Insurance, but concerned our application will be denied due to our health conditions. What common health conditions are acceptable to insurance companies? If the policy is issued, will […]
Long Term Care University – Question of the Month – 03/15/16 Research 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 if the New York State Partnership for Long Term Care is […]