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

How the CARES Act Affects Retirement Accounts – Part 4

Money Matters – Skloff Financial Group Question of the Month – July 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘How the CARES Act Affect Retirement Accounts’ Part 1, Part 2. and Part 3. In January of 2020, I took my Required Distribution (RMD) from my IRA and my spouse […]

Cloud Demand is Sky-High

Click to Enlarge Source: Capital Group Companies Cloud Demand is Sky-High “As Covid-19 impacts every aspect of our work and life, we have seen two years’ worth of digital transformation in two months. From remote teamwork and learning to sales and customer service to critical cloud infrastructure and security, we are working alongside customers every […]

IRS Expands Eligibility to Tap 401(k) Amid Coronavirus Pandemic – CNBC

IRS Expands Eligibility to Tap 401(k) Amid Coronavirus Pandemic Millions of Americans are out of work and many are also out of emergency cash. This is leading some to tap their retirement benefits to fill the financial gap. CNBC’s Sharon Epperson reports. Click Here for Your Long Term Care Insurance Quotes

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

Long Term Care University – Question of the Month – 06/15/20 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 Georgia Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

How Much You Need to Save Every Month to Send Your Child to Harvard – CNBC

How Much You Need to Save Every Month to Send Your Child to Harvard A 529 savings plan can be a great tool for parents who want to send their children to college without relying on student loans. But saving enough money to pay for an Ivy League education will require time and a lot […]

The Protected IRA Plus Plan – Part 3

Money Matters – Skloff Financial Group Question of the Month – June 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2, Part 3 and ‘The Protected IRA Plus Plan (PIPP)’ Part 1 and Part 2. […]

The Protected IRA Plus Plan – Part 2

The Protected IRA Plus Plan – Part 1

Money Matters – Skloff Financial Group Question of the Month – June 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2 and Part 3. Can a Protected IRA Plus Plan (PIPP) provide more net income after […]

Here’s How to Make the Most of 529 Plans – CNBC

Here’s How to Make the Most of 529 Plans According to recent estimates, about $370 billion are held in over 14 million 529 accounts, and the money can be used for things other than tuition, room and board. CNBC’s Sharon Epperson reports.ow about money. Click Here for Your Long Term Care Insurance Quotes