Entries by Aaron Skloff, AIF, CFA, MBA

Hybrid Life and Long Term Care Insurance with Lifetime Benefits for a Couple

Click to Enlarge Hybrid Life and Long Term Care Insurance with Lifetime Benefits for a Couple By Aaron Skloff, AIF, CFA, MBA Hybrid Life and Long Term Care (LTC) Insurance policies provide long term care benefits if you need long term care or a death benefit if you die without needing long term care; or […]

What Are the IRA Contribution and Income Limits for 2023 and 2024?

Money Matters – Skloff Financial Group Question of the Month – February 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2024, can we still contribute to Individual Retirement Accounts for 2023?  What are the contribution limits, income limits and contribution deadlines for 2023 and 2024? A: The Problem — Foregoing […]

Long Term Care Insurance Tax Benefits 2024 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/24 By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees? If so, are there any tax advantages for employers or employees? Are there tax advantages for individuals […]