f2819644, Author at Skloff Financial Group

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

Nationwide CareMatters Together Hybrid Life and Long Term Care Insurance Examples 1

Click to Enlarge Click Here for Your Long Term Care Insurance Quotes

Nationwide CareMatters Together Hybrid Life and Long Term Care Insurance Review – Long Term Care University

Long Term Care University – Question of the Month – 07/15/23 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you please review the Nationwide CareMatters Together Hybrid Life and […]

Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better? – Part 1

Money Matters – Skloff Financial Group Question of the Month – July 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We are evaluating whether to take pre-tax employer contributions or Roth employer contributions to our retirement accounts, including 401(k)s, 403(b)s, 457(b)s and IRAs. Which is a better choice for contributions and withdrawals? The Problem – Determining […]

Take Pre-Tax Employer Contributions Versus Roth Employer Contributions

Click to Enlarge Take Pre-Tax Employer Contributions Versus Roth Employer Contributions Take Pre-Tax employer contributions instead of Roth employer contributions if your current income tax bracket is higher than your future lower income tax bracket. Withdrawals will be taxed at 20%. Click Here for Your Long Term Care Insurance Quotes

Take Roth Employer Contributions Versus Pre-Tax Employer Contributions

Click to Enlarge Take Roth Employer Contributions Versus Pre-Tax Employer Contributions Take Roth employer contributions instead of Pre-Tax employer contributions if your current income tax bracket is lower than your future higher income tax bracket. Withdrawals will be tax free. Click Here for Your Long Term Care Insurance Quotes

Intro to REITs – Explainomics – MarketWatch

Intro to REITs – Explainomics Are you interested in investing in real estate but don’t have enough money for a downpayment? Here’s how Real Estate Investment Trusts can help. Click Here for Your Long Term Care Insurance Quotes

Traditional Versus Hybrid Life and Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 06/15/23 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those […]

Dot com Bust vs. A.I. Mania: Comparing 1999 and 2023 – CNBC

Dot com Bust vs. A.I. Mania: Comparing 1999 and 2023 Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – you wouldn’t be mistaken. But so was 1999. This week on TechCheck – comparing two moments of hype: the […]

Pre-tax Versus Roth Contributions to Retirement Accounts – Which Is Better? – Part 2

Money Matters – Skloff Financial Group Question of the Month – June 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Contributions to Retirement Accounts – Which Is Better?’ Part 1. Can you give us examples of contributions today versus withdrawals in the future? The Problem – Tax-free Roth Withdrawals […]