Entries by Aaron Skloff, AIF, CFA, MBA

How Social Security Benefits Affect Medicare Premiums

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 , ‘What Is the Best Age to Claim Spousal Social Security Benefits?’ ,’What Is the Best […]

Are Social Security Benefits Taxed? – Part 2

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 […]

How the Government Pension Offset (GPO) 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 […]

Are Social Security Benefits Taxed? – Part 1

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 […]

What Happens If You Collect Social Security Benefits While Working

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 , ‘What Is the Best Age to Claim Spousal Social Security Benefits?’ ,’What Is the Best […]

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 […]