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

Market Corrections Since World War II

Click to Enlarge Market Corrections Since World War II The 26 corrections have averaged a decline of 13.7% over four months, and have taken four months to recover. Click Here for Your Long Term Care Insurance Quotes

Bear Markets Since World War II

Click to Enlarge Bear Markets Since World War II The 12 bear markets have averaged a decline of more than 30% over 14 months, and have taken 24 months to recover. Click Here for Your Long Term Care Insurance Quotes

4 Social Security Claiming Mistakes to Avoid – TheStreet

4 Social Security Claiming Mistakes to Avoid Mistakes matter when it comes to Social Security. In fact, some mistakes could cost you hundreds of thousands of dollars in lifetime income. Click Here for Your Long Term Care Insurance Quotes

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University

Long Term Care University – Question of the Month – 02/15/20 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 […]

How to Adopt Smart Retirement and Tax Strategies – Yahoo Finance

How to Adopt Smart Retirement and Tax Strategies Tim Speiss of EisnerAmper Wealth Advisors Group joins the On the Move panel to break down how to plan for retirement while adopting smart tax strategies along the way. Click Here for Your Long Term Care Insurance Quotes

Top State Marginal Income Tax Rates 2020

Click to Enlarge Top State Marginal Income Tax Rates 2020 Note: (*) State has a flat income tax. (**) State only taxes interest and dividends income. Map shows top marginal rates: the maximum statutory rate in each state. This map does not show effective marginal tax rates, which would include the effects of phase-outs of […]

The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 3

Money Matters – Skloff Financial Group Question of the Month – February 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles: ‘Stretch IRA: Avoid Withdrawals and Taxes as Long as Possible’, ‘Roth IRA Conversions’ and ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 1’ and […]

The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 2

The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception – Part 1

Money Matters – Skloff Financial Group Question of the Month – February 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: How does the SECURE Act impact our estate planning estate planning financial planning and tax planning? A: The Problem — The SECURE Act radically changes estate planning financial planning and tax planning. The SECURE […]