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 – 02/15/25

February 15, 2025/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Long Term Care University – Question of the Month – 02/15/25 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 with […]

7 Retirement Must-Knows for 2025 – Morningstar – 02/08/25

February 8, 2025/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Social Security, Taxes/by f2819644

7 Retirement Must-Knows for 2025 Higher retirement plan contribution levels, lower ‘safe’ withdrawal rates, changes to Social Security benefits, and more. Are You Interested in Learning More?

What Are the IRA Contribution and Income Limits for 2024 and 2025? – 02/01/25

February 1, 2025/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – February 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2025, can we still contribute to Individual Retirement Accounts for 2024? What are the contribution limits, income limits and contribution deadlines for 2024 and 2025? A: The Problem […]

Long Term Care Insurance Tax Benefits 2025 – Long Term Care University – 01/15/25

January 15, 2025/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

Long Term Care University – Question of the Month – 01/15/25 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 – 1984-2024

January 10, 2025/in - SLIDES CATEGORIES, Investing/by f2819644

Click to Enlarge S&P 500 Intra-Year Declines vs. Calendar Year Returns – 1984-2024 In the last 40 years, the S&P 500 average intra-year drawdown was -14%. Even with those pullbacks, the index finished higher in 31 of those 40 years. Have Your 401(k), 403(b) or 457(b) Account Professionally Managed

Retirement Plan Contribution Limits for 2025 and 2024 – 01/01/25

January 1, 2025/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, Investing, IRA, Retirement Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – January 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2025. What are the contribution limits for various retirement accounts in 2025? The Problem – Lack of Retirement Savings Most pre-retirees […]

Income Tax and Capital Gains Rates 2025

January 1, 2025/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Taxes/by f2819644

Click to Enlarge Income Tax and Capital Gains Rates 2025 Income tax, capital gains, qualified dividends and investment surtax rates for 2025. Are You Interested in Learning More?

Does Your State Tax Pre-Tax Contributions to Retirement Accounts?

January 1, 2025/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Click to Enlarge Does Your State Tax Pre-Tax Contributions to Retirement Accounts? MA No Deduction on IRAs NJ No Deduction on IRAs or 403(b)s or 457(b)s PA No Deduction on IRAs or 401(k)s or 403(b)s or 457(b)s Have Your 401(k), 403(b) or 457(b) Account Professionally Managed

Business Retirement Plans 2025

January 1, 2025/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

Click to Enlarge Business Retirement Plans 2025 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Have Your 401(k), 403(b) or 457(b) Account Professionally Managed

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