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
IRA Contribution and Income Limits for 2023 and 2024
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge IRA Contribution and Income Limits for 2023 and 2024 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). Click Here for Your Long Term Care Insurance Quotes
Retirement Plan Contribution Limits for 2024 and 2023 – 01/01/24
/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, Investing, IRA, Retirement Planning, Taxes/by f2819644Money Matters – Skloff Financial Group Question of the Month – January 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2024. What are the contribution limits for various retirement accounts in 2024? The Problem – Lack of Retirement Savings Most pre-retirees […]
Medicare Part B Premiums 2024
/in - SLIDES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Click 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 $240 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the Medicare-approved amount for these: Most […]
Nationwide CareMatters Together Hybrid Life and Long Term Care Insurance
/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644 Nationwide CareMatters Together Hybrid Life and Long Term Care Insurance Nationwide CareMatters Together is long-term care protection linked to life insurance (called a linked-benefit policy). It’s a simple way for you to plan now for potential LTC needs so you have more control over your care options later on. There’s one pool of money […]
Traditional Versus Hybrid Life and Long Term Care Insurance With a Single Premium Payment – Which Is Better? – Long Term Care University – 12/15/23
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 12/15/23 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’. Can you compare Traditional versus Hybrid Life and Long Term Care (LTC) Insurance premiums paid with a single […]
Skloff Financial Group
7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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