The Independent Press Money Matters – Skloff Financial Group Question of the Month – August 4, 2010 Can Families Inherit a Traditional IRA? By Aaron Skloff, AIF, CFA, MBA Q: Can my family inherit my Traditional Individual Retirement Account (IRA)? If so, are there any advantages to avoiding withdrawals from my IRA? A: Yes and […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 7, 2010 An Inheritance Shocker By Aaron Skloff, AIF, CFA, MBA Q: My husband of 20 years passed away earlier this year. Even though we updated our wills just before his passing, his ex-wife now claims she owns all the […]
Clark Howard : HLN: Don’t Burden Your Kids Steve and Sonja want to know about long-term care insurance for their future. HLN Money Expert Clark Howard steps in. “You want inflation protection in the policy.” “In many states there are special policies you can buy that are very affordable that if you buy one the […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – June 2, 2010 By Aaron Skloff, AIF, CFA, MBA Q: Can gaining help with my 401(k) really improve my performance and optimize my risk? A: Yes. In a recent study based on nearly 400,000 401(k) participants, the average participant who did […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – May 5, 2010 By Aaron Skloff, AIF, CFA, MBA Q: If I purchase a life insurance policy or annuity with built-in long-term care insurance benefits do I gain any tax benefits? What are the advantages and disadvantages of such a solution? […]
Long Term Care University – Question of the Month – 03/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching allow for a survivorship benefit. Can you explain what that means and what advantages it may provide? The Problem – Paying Your Premium When Your Spouse […]
Long Term Care University – Question of the Month – 02/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching allow for a waiver of premium or joint waiver of premium benefit. Can you explain what that means and what advantages it may provide? The Problem […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 3, 2010 By Aaron Skloff, AIF, CFA, MBA Q: After evaluating all the pros and cons, we finally decided to convert our Traditional IRAs to Roth IRAs. Can we reverse the conversion and its tax implications if the financial markets […]
