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 2021 and 2022
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click 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
Missing Top Performing Days Can Hurt Your Return – BlackRock – 01/01/22
/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 (2002–2021) 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, 2002 to December 31, 2021. […]
Medicare Part B Premiums 2022
/in - SLIDES CATEGORIES, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Part B premiums are based on tax returns from two years earlier. Medicare doesn’t cover long-term care (also called custodial care). Part B Deductible and Coinsurance You pay $233 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the Medicare-approved amount for these: Most […]
Nasdaq 100 Index Versus S&P 500 Index 2008-2021
/in - SLIDES CATEGORIES, Investing/by f2819644Click to Enlarge Nasdaq 100 Index Versus S&P 500 Index 2008-2021 Above is a comparison of annual total returns – which reinvest dividends – between each index. The Nasdaq-100 TR Index has outperformed 11 out of the 14 full calendar years in our study, with a minimal underperformance of 1.20% in 2021. (On a price-return […]
Retirement Plan Contribution Limits for 2022 and 2021 – 01/01/22
/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, 2022 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2022. What are the contribution limits for various retirement accounts in 2022? The Problem – Lack of Retirement Savings Most pre-retirees […]
Skloff Financial Group
7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
Privacy Policy