Aaron Skloff, AIF, CFA, MBA, Author at Skloff Financial Group

About Aaron Skloff, AIF, CFA, MBA

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 Aaron Skloff, AIF, CFA, MBA

Business Retirement Plans 2025

Click to Enlarge Business Retirement Plans 2025 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

Does Your State Tax Withdrawals from Pre-Tax Retirement Accounts?

Click to Enlarge Does Your State Tax Withdrawals from Pre-Tax Retirement Accounts? Have Your 401(k), 403(b) or 457(b) Account Professionally Managed

IRA Contribution and Income Limits for 2024 and 2025

Click to Enlarge IRA Contribution and Income Limits for 2024 and 2025 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

Medicare Part B Premiums 2025

Click to Enlarge Part B premiums are based on tax returns from two years earlier. Medicare doesn’t cover long-term care (also called custodial care). Part B Deductible and Coinsurance You pay $257 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the Medicare-approved amount for these: Most […]

Retirement Plan Limits 2024 and 2025

Click to Enlarge Retirement Plan Limits 2024 and 2025 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

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

Long Term Care University – Question of the Month – 12/15/24 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 Nebraska Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

How an Irrevocable Life Insurance Trust Can Be a Tax Dream – Part 1

Money Matters – Skloff Financial Group Question of the Month – December 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1 and Part 2. We also read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1, Part 2 and […]

How an Irrevocable Life Insurance Trust Can Be a Tax Dream – Part 2

Year End Tax and Financial Planning for 2024

Money Matters – Skloff Financial Group Question of the Month – December 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End Financial Oversights […]