Entries by Aaron Skloff, AIF, CFA, MBA
Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University
Long Term Care University – Question of the Month – 02/15/26 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 tax benefits to […]
What Are the IRA Contribution and Income Limits for 2025 and 2026?
Money Matters – Skloff Financial Group Question of the Month – February 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2026, can we still contribute to Individual Retirement Accounts for 2025? What are the contribution limits, income limits and contribution deadlines for 2025 and 2026? A: The Problem — Foregoing […]
Inherited IRA Rules Explained – 5 Questions With Fidelity – Fidelity Investments
Inherited IRA Rules Explained – 5 Questions With Fidelity It’s common to inherit an IRA, yet many people aren’t fully aware of the impact it can have on their taxes. This episode of 5 Questions with Fidelity will help you understand the rules surrounding this type of inheritance. Key Takeaways: With inherited traditional IRAs, withdrawals […]
Backdoor, Mega, And Roth Conversions Explained – Fidelity Investments
Backdoor, Mega, And Roth Conversions Explained Roth conversions. Backdoor Roths. Mega backdoor Roths. You hear about these retirement accounts all the time, but how do they work? And what’s the difference between them? On this episode of Money Unscripted, host Ally Donnelly and Fidelity Market Leader Leanna Devinney break down these tax-smart money moves to […]
Long Term Care Insurance Tax Benefits 2026 – Long Term Care University
Long Term Care University – Question of the Month – 01/15/26 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 advantages for individuals […]
Professionally Managed 401(k) Accounts Can Generate 3% to 4% Higher Returns Per Year
Money Matters – Skloff Financial Group Question of the Month – January 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: Our 401(k) accounts represent a significant portion of our assets and are our largest retirement accounts. What are the advantages of having our 401(k) accounts professionally managed? The Problem – Getting Professional Advice to […]
Professionally Managed 401(k) Account Rollovers Can Generate 3% to 4% Higher Returns Per Year
Money Matters – Skloff Financial Group Question of the Month – January 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: I recently left my company. My spouse is still working for her company. What are the advantages of rolling over our 401(k) accounts into professionally managed IRAs? The Problem – Getting Professional Advice to […]
Retirement Plan Contribution Limits for 2026 and 2025
Money Matters – Skloff Financial Group Question of the Month – January 1, 2026 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 recognize they […]
