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

Income Tax and Capital Gains Rates 2024

Click to Enlarge Income Tax and Capital Gains Rates 2024 Income tax, capital gains, qualified dividends and investment surtax rates for 2024. Click Here for Your Long Term Care Insurance Quotes

Retirement Plan Contribution Limits for 2024 and 2023

Money 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 recognize they […]

Retirement Plan Limits 2023 and 2024

Click to Enlarge Retirement Plan Limits 2023 and 2024 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

Medicare Part B Premiums 2024

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 $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

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 […]

What You Need to Know About Inherited IRAs – Morningstar

What You Need to Know About Inherited IRAs Tax and retirement planning expert Ed Slott discusses the ins and outs of distributions for these frequently inherited investment accounts. Click Here for Your Long Term Care Insurance Quotes

Traditional Versus Hybrid Life and Long Term Care Insurance With a Single Premium Payment – Which Is Better? – Long Term Care University

Long Term Care University – Question of the Month – 12/15/23 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 premium? Which is […]

Year End Tax and Financial Planning for 2023

Money Matters – Skloff Financial Group Question of the Month – December 1, 2023 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 […]

How To (Legally) Avoid Taxes When Selling a House – Explainomics – MarketWatch

How To (Legally) Avoid Taxes When Selling a House If you’re thinking of cashing in on your real estate investment without handing over all your hard-earned gains to Uncle Sam, you need to be strategic. Here are some options to consider. Click Here for Your Long Term Care Insurance Quotes