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

Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024 – Part 1 – Long Term Care University

Long Term Care University – Question of the Month – 03/15/24 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Hybrid Life Insurance With Care Riders Versus Hybrid Life And Long Term Care Insurance’ Part 1 and Part 2 and ‘Long Term Care Insurance Tax Benefits 2024’. Can Hybrid Life Insurance with Care Riders and […]

Annual Long Term Care Costs 2023

Click to Enlarge Annual Long Term Care Costs 2023 Click Here for Your Long Term Care Insurance Quotes

Monthly Long Term Care Costs 2023

Click to Enlarge Monthly Long Term Care Costs 2023 Click Here for Your Long Term Care Insurance Quotes

5 Little-Known Rules About IRA Contributions – Morningstar

5 Little-Known Rules About IRA Contributions What to know about contributing to both a traditional IRA and Roth IRA, and one brand new place to move unused funds. Click Here for Your Long Term Care Insurance Quotes

Income Tax and Capital Gains Rates 2024 – Part 1

Money Matters – Skloff Financial Group Question of the Month – March 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: Our taxes are confusing. What are the income tax rates and capital gains rates for 2024, following the Tax Cuts and Jobs Act? The Problem – Maze of Tax Rates on Income and Capital […]

Backdoor Roth IRAs: What to Know Before Stepping Through – Morningstar

Backdoor Roth IRAs: What to Know Before Stepping Through Weighing the advantages and tax implications of this strategy, and how to set one up. Click Here for Your Long Term Care Insurance Quotes

What’s New This Tax Season? These Changes Can Ease Inflation’s Sting – Explainomics – Marketwatch

What’s New This Tax Season? These Changes Can Ease Inflation’s Sting Inflation continues to hit Americans hard but the IRS has updated some tax provisions to keep more money in your pocket. Here’s what you should know. Click Here for Your Long Term Care Insurance Quotes

Top State Marginal Income Tax Rates 2024

Click to Enlarge Top State Marginal Income Tax Rates 2024 California also imposes a 1.1 percent payroll tax on wage income, bringing the all-in top rate to 14.4 percent as of this year. Note: (*) State has a flat income tax. (**) State only taxes interest and dividends income. (***) State only taxes capital gains […]

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University

Long Term Care University – Question of the Month – 02/15/24 By Aaron Skloff, AIF, CFA, MBA Q: Can we pay for our long term care insurance policies on a tax free basis? The Problem – Paying for Long Term Care Insurance with After Tax Dollars The Internal Revenue Code is loaded with tax benefits […]