Author Archive for: f2819644
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
IRA Contribution and Income Limits for 2020 and 2021
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge IRA Contribution and Income Limits for 2020 and 2021 Please see these links for articles on Traditional IRAs and Roth IRAs, Backdoor Roth IRAs, Jumbo Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s. Income defined as Modified Adjusted Gross Income (MAGI). Click Here for Your Long Term Care Insurance Quotes
Missing Top Performing Days Can Hurt Your Return – BlackRock – 01/01/21
/in - SLIDES CATEGORIES, Investing/by f2819644Missing Top-Performing Days Can Hurt Your Return Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (2001–2020) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 2001 to December 31, 2020. […]
Retirement Plan Contribution Limits for 2021 and 2020 – 01/01/21
/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, Investing, IRA, Retirement Planning, Taxes/by f2819644Money Matters – Skloff Financial Group Question of the Month – January 1, 2021 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2021. What are the contribution limits for various retirement accounts in 2021? The Problem – Lack of Retirement Savings Most pre-retirees […]
The Washington State Long-Term Care Insurance Partnership Program – Long Term Care University – 12/15/20
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 12/15/20 Research 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 offers and details on the Washington State Long Term Care Insurance Partnership Program? The […]
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7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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