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

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

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

Long Term Care University – Question of the Month – 05/15/20 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 Ohio Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]

How the CARES Act Affects Retirement Accounts – Part 3

Money Matters – Skloff Financial Group Question of the Month – May 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article How the CARES Act Affect Retirement Accounts – Part 1 and How the CARES Act Affect Retirement Accounts – Part 2. Can you explain the most frequently asked questions (FAQs) about […]

How Much You Need to Save Every Month to Have $100,000 for Your Child’s Tuition – CNBC

How Much You Need to Save Every Month to Have $100,000 for Your Child’s Tuition CNBC did the math, and we can tell you how much you need to save now to give your child $100,000 for college. Check out this video for a full breakdown of your options as well as a case study […]

Long Term Care Insurance Elimination Period and Medicare – Long Term Care University

Long Term Care University – Question of the Month – 04/15/20 By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period? How do Medicare benefits affect the elimination period to choose? The Problem – Determining What Elimination Period to Select on a Long Term Care Insurance Policy Most long term care insurance policies […]

Does Your State Tax Social Security Benefits? 2020

Click to Enlarge Does Your State Tax Social Security Benefits? 2020 Twenty-six states and D.C. either have no income tax (AK, FL, NV, SD, TX, WA, WY) or do not include Social Security benefits in their calculation for taxable income (AL, AR, CA, DC, HI, IN, IA, KY, LA, ME, MD, MI, MS, NH, NJ, […]

How the CARES Act Affects Retirement Accounts – Part 2

Money Matters – Skloff Financial Group Question of the Month – April 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We read the article How the CARES Act Affect Retirement Accounts – Part 1. Since we are concerned about financial market volatility, should we take withdrawals from our retirement accounts, then redeposit them in […]

How the CARES Act Affects Retirement Accounts – Part 1

Money Matters – Skloff Financial Group Question of the Month – April 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: How does the CARES Act impact our estate, financial, retirement tax planning, and particularly retirement accounts? A: The Problem – The CARES Act Brings Big Changes to Retirement Accounts To combat the coronavirus pandemic […]