Author Archive for: f2819644
About f2819644
Aaron Skloff, Accredited Investment Fiduciary (AIF), Chartered Financial Analyst (CFA) charter holder, Master of Business Administration (MBA), is the Chief Executive Officer of Skloff Financial Group, a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for high net worth individuals and benefits for small to middle sized companies. He can be contacted at www.skloff.com or 908-464-3060.
Entries by f2819644
Nationwide CareMatters Together Hybrid Life and Long Term Care Insurance Review – Long Term Care University – 07/15/23
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 07/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Nationwide CareMatters Together […]
Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better? – Part 1 – 07/01/23
/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Money Matters – Skloff Financial Group Question of the Month – July 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We are evaluating whether to take pre-tax employer contributions or Roth employer contributions to our retirement accounts, including 401(k)s, 403(b)s, 457(b)s and IRAs. Which is a better choice for contributions and withdrawals? The Problem […]
Take Pre-Tax Employer Contributions Versus Roth Employer Contributions
/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge Take Pre-Tax Employer Contributions Versus Roth Employer Contributions Take Pre-Tax employer contributions instead of Roth employer contributions if your current income tax bracket is higher than your future lower income tax bracket. Withdrawals will be taxed at 20%. Click Here for Your Long Term Care Insurance Quotes
Take Roth Employer Contributions Versus Pre-Tax Employer Contributions
/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge Take Roth Employer Contributions Versus Pre-Tax Employer Contributions Take Roth employer contributions instead of Pre-Tax employer contributions if your current income tax bracket is lower than your future higher income tax bracket. Withdrawals will be tax free. Click Here for Your Long Term Care Insurance Quotes
Traditional Versus Hybrid Life and Long Term Care Insurance – Long Term Care University – 06/15/23
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 06/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens […]
Dot com Bust vs. A.I. Mania: Comparing 1999 and 2023 – CNBC – 06/14/23
/in - VIDEOS CATEGORIES, Financial Planning, Investing/by f2819644Dot com Bust vs. A.I. Mania: Comparing 1999 and 2023 Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – you wouldn’t be mistaken. But so was 1999. This week on TechCheck – comparing two moments of hype: the […]
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