Entries by Aaron Skloff, AIF, CFA, MBA

How the Windfall Elimination Provision (WEP) Affects Social Security Benefits

Money Matters – Skloff Financial Group Question of the Month – November 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: I read the articles ‘What Is the Best Age to Claim Social Security Benefits?’ Part 1, Part 2 and ‘What Is the Best Age to Claim Spousal Social Security Benefits?’ and ‘What Is the […]

Here’s How to Pay 0% Tax on Capital Gains – CNBC

Here’s How to Pay 0% Tax on Capital Gains CNBC’s Sharon Epperson joins ‘Squawk Box’ to break down what a shift in the federal tax code due to inflation adjustments means for some U.S. taxpayers. Click Here for Your Long Term Care Insurance Quotes

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

Long Term Care University – Question of the Month – 10/15/22 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 Oklahoma Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

What Is the Best Age to Claim Spousal Social Security Benefits?

Money Matters – Skloff Financial Group Question of the Month – October 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: I read the articles ‘What Is the Best Age to Claim Social Security Benefits?’ Part 1 and Part 2. What is the best age to claim Spousal Social Security benefits? The Problem – Determining When […]

What Is the Best Age to Claim Survivor Social Security Benefits? – Part 2

Money Matters – Skloff Financial Group Question of the Month – October 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: I read the article ‘What Is the Best Age to Claim Social Security Benefits?’ Part 1, Part 2 and ‘What Is the Best Age to Claim Spousal Social Security Benefits?’ and ‘What Is the […]

What Is the Best Age to Claim Social Security Benefits? – Part 2

Money Matters – Skloff Financial Group Question of the Month – October 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: I read the article ‘What Is the Best Age to Claim Social Security Benefits?’ Part 1. I am 62 years old and am evaluating taking benefits now, waiting until 67 or waiting until 70. […]

What Is the Best Age to Claim Survivor Social Security Benefits? – Part 1

Money Matters – Skloff Financial Group Question of the Month – October 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: I read the article ‘What Is the Best Age to Claim Social Security Benefits?’ Part 1, Part 2 and ‘What Is the Best Age to Claim Spousal Social Security Benefits?’.What is the best age […]