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

When Is the Best Time to Convert Your IRA to a Roth IRA? – MarketWatch

When Is the Best Time to Convert Your IRA to a Roth IRA? Converting your IRA to a Roth IRA comes with long-term tax benefits; but in the moment, it can actually generate a high tax bill. Here are the pitfalls to avoid. Click Here for Your Long Term Care Insurance Quotes

Be Aware of These New Rules for Inherited IRAs – Morningstar

Be Aware of These New Rules for Inherited IRAs Tax and IRA expert Ed Slott discusses whether there’s any way to lessen the tax bill. Click Here for Your Long Term Care Insurance Quotes

Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024 – Part 2 – Long Term Care University

Long Term Care University – Question of the Month – 04/15/24 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024’ Part 1. Can you give examples of the tax benefits for employers, employees and individuals? The Problem […]

Brace Yourself for Higher RMDs in 2024 – Morningstar

Brace Yourself for Higher RMDs in 2024 Following a banner year in the stock market, investors subject to required minimum distributions could be in for a nasty tax surprise, Ed Slott says. Click Here for Your Long Term Care Insurance Quotes

Income Tax and Capital Gains Rates 2024 – Part 2

Money Matters – Skloff Financial Group Question of the Month – April 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Income Tax and Capital Gains Rates 2024’ Part 1. Can you give examples of marginal and effective income tax rates? The Problem – Maze of Marginal and Effective Income Tax Rates Looking […]

State Tax Rates on Long-Term Capital Gains 2024

Click to Enlarge State Tax Rates on Long-Term Capital Gains 2024 Effective Top Marginal State Individual Income Tax Rates on Long-Term Capital Gains as of January 1, 2024 Notes: + State taxes capital gains income at a set percentage of the rate that applies to ordinary income. * Statutory top marginal tax rate for long-term […]

Average Length of Bear Markets and Market Corrections 1949-2023

Average Length of Bear Markets and Market Corrections 1949-2023 The average length of bear markets over the last 75 years is 11 months. One of the shortest bear markets lasted 33 days. It began in February 2020 in response to COVID-19 pandemic lockdowns across the world. Data from 1/1/1949 to 12/29/2023. Source: FactSet and American […]

Bear Markets Through History and Their Recoveries 1950-2024

Bear Markets Through History and Their Recoveries 1950-2024 The table above shows all of the bear markets since 1950, as defined by Standard & Poor’s using the S&P 500 Index. The returns are price returns only, not total returns, and thus do not include dividends. Past performance is no guarantee of future results. Thus, the table should […]

Alzheimer’s Disease Facts and Figures Video 2024

Alzheimer’s Disease Facts and Figures 2024 1 in 3 Seniors Dies with Alzheimer’s or Another Dementia Alzheimer’s kills more than breast cancer and prostate cancer combined. Click Here for Your Long Term Care Insurance Quotes