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

Disability Insurance 101

Disability Insurance 101 “What would happen if I was unable to work due to an illness or injury? How long would I be okay financially?” That’s where disability insurance comes in. Watch this quick video for the basics. Click Here for Your Disability Insurance Quotes

What’s the Difference Between a 401(k) and Roth IRA? – Morningstar

What’s the Difference Between a 401(k) and Roth IRA? Find out how saving now can really matter later. Click Here for Your Long Term Care Insurance Quotes

The Arizona Long-Term Care Insurance Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 03/15/21 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 Arizona Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

Tax Advice: State Income Tax Debate Explained – TheStreet

Tax Advice: State Income Tax Debate Explained Who do you pay when you live in one state and work in another? Turbo Tax explains. You may have to file more than one state tax return if you earned income in different states. Some states have different credits and deductions than the federal Form 1040 so […]

Income Tax and Capital Gains Rates 2021 – 03/01/21

Money Matters – Skloff Financial Group Question of the Month – March 1, 2021 By Aaron Skloff, AIF, CFA, MBA Q: Our taxes are confusing. What are the income tax rates and capital gains rates for 2021, following the Tax Cuts and Jobs Act? The Problem – Maze of Tax Rates on Income […]

Tax Advice: Most Overlooked Deductions – TheStreet – 02/26/21

Tax Advice: Most Overlooked Deductions Not every last-minute deduction is obvious. TurboTax expert Lisa Greene-Lewis explains. Tallying up those last-minute deductions? Good. But know that not every deduction is obvious. There are a bunch of esoteric deductions that are perfectly legit – but often overlooked. Click Here for Your Long Term Care Insurance Quotes

Tax Advice: Last-Minute Deductions and Credits – TheStreet – 02/25/21

Tax Advice: Last-Minute Deductions and Credits The 2020 tax season is here. TurboTax explains last-minute things you can do to get your tax bill down The IRS has started accepting tax returns for the 2020 tax season so if you haven’t started to think about your tax return, get on it. If you need some […]

Does Your State Have an Estate or Inheritance Tax? State Estate and Inheritance Tax Rates and Exemptions in 2021

Click to Enlarge Does Your State Have an Estate or Inheritance Tax? State Estate and Inheritance Tax Rates and Exemptions in 2021 There a number of estate planing strategies that can mitigate or avoid estate taxes and inheritance taxes. Click Here for Your Long Term Care Insurance Quotes

Why Is Short Selling Legal? – CNBC

Why Is Short Selling Legal? When a stock rises, all of its investors turn a profit, right? That’s not the case for short-sellers, who look for profit by betting against the success of a company or the market. The recent events surrounding Tesla, Reddit, Robinhood and Gamestop’s short squeeze have put short selling under the […]