f2819644, Author at Skloff Financial Group

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

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University – 02/15/22

February 15, 2022/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Long Term Care University – Question of the Month – 02/15/22 Research By Aaron Skloff, AIF, CFA, MBA Q: Can we pay for our long term care insurance policies on a tax free basis? The Problem – Paying for Long Term Care Insurance with After Tax Dollars The Internal Revenue Code is loaded […]

What Are the IRA Contribution and Income Limits for 2021 and 2022? – 02/01/22

February 1, 2022/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – February 1, 2022 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2022, can we still contribute to Individual Retirement Accounts for 2021? What are the contribution limits, income limits and contribution deadlines for 2021 and 2022? A: The Problem […]

Past Bear Markets Have Tended To Be Shorter Than Bull Markets – 1966-2022

January 25, 2022/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge Past Bear Markets Have Tended To Be Shorter Than Bull Markets – 1966-2022 Average Duration: Bull Market 2,069 days, Bear Market 446 Days Average Return: Bull Market 209.2%, Bear Market -38.4% Source: Schwab Center for Financial Research with data provided by Bloomberg as of 12/31/2021. The market is represented by daily price […]

The Nasdaq Composite Just Logged Its 66th Correction Since 1971

January 19, 2022/in - SLIDES CATEGORIES, Investing/by f2819644

The Nasdaq Composite Just Logged Its 66th Correction Since 1971. Here’s what history says happens next to the stock market. The Nasdaq Composite Index has registered a correction 65 times (not including Wednesday’s) since it was launched in 1971, and of those corrections, 24 of them, or 37%, have resulted in bear markets, or declines […]

In Human Terms, Episode 19: Retail Closes the Loop – 01/18/22

January 18, 2022/in - VIDEOS CATEGORIES, Financial Planning, Investing/by f2819644

In Human Terms, Episode 19: Retail Closes the Loop The holy grail of advertising: End-to-end measurement. Retailers are making shopper data available, and that’s enabling advertisers to connect a user’s digital journey with in-store purchases. Click Here for Your Long Term Care Insurance Quotes

Long Term Care Insurance Tax Benefits 2022 – Long Term Care University – 01/15/22

January 15, 2022/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Long Term Care University – Question of the Month – 01/15/22 Research 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 […]

S&P 500 Intra-Year Declines vs. Calendar Year Returns – 1980-2021

January 1, 2022/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge S&P 500 Intra-Year Declines vs. Calendar Year Returns – 1980-2021 Despite average intra-year drops of 14.0%, annual returns positive in 32 of 42 years. The average annual return was 9.4%. Click Here for Your Long Term Care Insurance Quotes

Income Tax and Capital Gains Rates 2022

January 1, 2022/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Taxes/by f2819644

Click to Enlarge Income Tax and Capital Gains Rates 2022 Income tax, capital gains, qualified dividends and investment surtax rates for 2022. Click Here for Your Long Term Care Insurance Quotes

IRA Contribution and Income Limits for 2021 and 2022

January 1, 2022/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Click to Enlarge IRA Contribution and Income Limits for 2021 and 2022 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

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