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

Business Retirement Plans 2023

Click to Enlarge Business Retirement Plans 2023 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

Growth of $1 Investment: 1926-2022

Past performance is no guarantee of future results. Hypothetical value of $1 invested at the beginning of 1926. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Investing involves risk, including the […]

Retirement Plan Contribution Limits for 2023 and 2022

Money Matters – Skloff Financial Group Question of the Month – January 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2023. What are the contribution limits for various retirement accounts in 2023? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]

Are IRA Conversions in a Down Market a Good Idea? – Morningstar

Are IRA Conversions in a Down Market a Good Idea? Tax and IRA expert Ed Slott on when conversions can result in the greatest tax savings—and what to know before you execute them. Click Here for Your Long Term Care Insurance Quotes

Not All Hybrid Life and Chronic Illness and Long Term Care Insurance Policies Are The Same – Part 2 – Long Term Care University

Long Term Care University – Question of the Month – 12/15/22 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and ‘Not All Hybrid Life And Chronic Illness And Long Term Care Insurance Policies Are The Same’ Part […]

Year End Tax and Financial Planning for 2022

Money Matters – Skloff Financial Group Question of the Month – December 1, 2022 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 […]

If You Haven’t Taken RMDs Yet in 2022, Watch This Video – Morningstar

If You Haven’t Taken RMDs Yet in 2022, Watch This Video Strategies for making the most of your required minimum distributions in a volatile market. Click Here for Your Long Term Care Insurance Quotes

Not All Hybrid Life and Chronic Illness and Long Term Care Insurance Policies Are The Same – Part 1 – Long Term Care University

Long Term Care University – Question of the Month – 11/15/22 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. The article focuses on Hybrid policies with a multiple […]

The Iowa Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 11/15/22 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Iowa Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]