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

Make Roth Contributions Versus Pre-Tax Contributions

Click to Enlarge Make Roth Contributions Versus Pre-Tax Contributions Make Roth contributions instead of Pre-Tax 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

The SECURE Act 2.0 Brings Big Changes to Retirement Accounts – Part 3

Money Matters – Skloff Financial Group Question of the Month – February 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2, and Part 3, and ‘The SECURE Act 2.0 Brings Big Changes to Retirement Accounts’ […]

The SECURE Act 2.0 Brings Big Changes to Retirement Accounts – Part 2

The SECURE Act 2.0 Brings Big Changes to Retirement Accounts – Part 1

Money Matters – Skloff Financial Group Question of the Month – February 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2, and Part 3. We have large retirement accounts, so we are concerned about paying […]

Important Tax Changes in 2023 – Morningstar

Important Tax Changes in 2023 Inflation is driving higher limits on retirement plan contributions this year, but it’s also lifting the amount of income that’s subject to Social Security tax. Click Here for Your Long Term Care Insurance Quotes

Long Term Care Insurance Tax Benefits 2023 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/23 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 […]

Tips for Mapping Out Your Retirement Plan – CNBC

Tips for Mapping Out Your Retirement Plan CNBC’s Sharon Epperson joins ‘Squawk Box’ to discuss the relationship between inflation and retirement, changes to retirement savings plan restrictions, and new laws around retirement withdrawals. Click Here for Your Long Term Care Insurance Quotes

IRS Adjusts Exemption Limits on Federal Estate and Gift Taxes – CNBC

IRS Adjusts Exemption Limits on Federal Estate and Gift Taxes CNBC’s Robert Frank reports on implications from the adjustment to the gift and estate tax. Click Here for Your Long Term Care Insurance Quotes

Top State Marginal Income Tax Rates 2023

Click to Enlarge Top State Marginal Income Tax Rates 2023 Note: (*) State has a flat income tax. (**) State only taxes interest and dividends income. (***) State only taxes capital gains income. Map shows top marginal rates: the maximum statutory rate in each state. This map does not show effective marginal tax rates, which […]