Aaron Skloff, AIF, CFA, MBA, Author at Skloff Financial Group

About Aaron Skloff, AIF, CFA, MBA

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 Aaron Skloff, AIF, CFA, MBA

Does Your State Tax Pre-Tax Contributions to Retirement Accounts? – Part 1

Money Matters – Skloff Financial Group Question of the Month – May 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better?’ Part 1 and Part 2. Do pre-tax contributions to retirement accounts defer state income taxes? The Problem – Assuming Federal Income […]

Take Roth Employer Retirement Account Contributions Versus Pre-Tax Employer Contributions in Tax-Free States and Withdrawals in High Tax States

Click to Enlarge Take Roth Employer Retirement Account Contributions Versus Pre-Tax Employer Contributions in Tax-Free States and Withdrawals in High Tax States Take Roth employer contributions versus Pre-tax employer contributions in tax-free states and withdrawals in high tax states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Take Pre-Tax Employer Retirement Account Contributions Versus Roth Employer Contributions in High Tax States and Withdrawals in Tax-Free States

Click to Enlarge Take Pre-Tax Employer Retirement Account Contributions Versus Roth Employer Contributions in High Tax States and Withdrawals in Tax-Free States Take Pre-Tax employer contributions versus Roth employer contributions in high tax states and withdrawals in tax-free states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Make Roth Retirement Account Contributions Versus Pre-Tax Contributions in Tax-Free States and Withdrawals in High Tax States

Click to Enlarge Make Roth Retirement Account Contributions Versus Pre-Tax Contributions in Tax-Free States and Withdrawals in High Tax States Make Roth contributions versus Pre-tax contributions in tax-free states and withdrawals in high tax states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Make Pre-Tax Retirement Account Contributions Versus Roth Contributions in High Tax States and Withdrawals in Tax-Free States

Click to Enlarge Make Pre-Tax Retirement Account Contributions Versus Roth Contributions in High Tax States and Withdrawals in Tax-Free States Make Pre-Tax contributions versus Roth contributions in high tax states and withdrawals in tax-free states. Withdrawals will be state tax-free. Click Here for Your Long Term Care Insurance Quotes

Ed Slott: The Case for Roth IRA Contributions – Morningstar

Ed Slott: The Case for Roth IRA Contributions The tax and retirement expert considers Roths a ‘Swiss army knife’ for tax planning. Click Here for Your Long Term Care Insurance Quotes

Hybrid Life and Long Term Care Insurance with 10-Pay Premiums – Long Term Care University

Long Term Care University – Question of the Month – 04/15/25 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Life and Long Term Care Insurance (LTC) policy. Can we pay for Hybrid Life and LTC policies over […]

Ed Slott: Confronting RMD Confusion for Inherited IRAs – Morningstar

Ed Slott: Confronting RMD Confusion for Inherited IRAs The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025. Click Here for Your Long Term Care Insurance Quotes

Nasdaq Composite Performance Following Bear Market Entry 1973-2022

Nasdaq Composite Performance Following Bear Market Entry 1973-2022 Since 1973, bear markets have typically lasted 111 trading days, or over five months, for the Nasdaq Composite. History also shows that, going back to 1973, tech stocks have typically risen in the first month after the Nasdaq entered a bear market, with the index delivering an […]