Author Archive for: f2819644
Entries by f2819644
Year End Tax and Financial Planning for 2019 – 12/01/19
Money Matters – Skloff Financial Group Question of the Month – December 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End […]
Traditional Versus Hybrid Life and Long Term Care Insurance – Long Term Care University – 11/15/19
Long Term Care University – Question of the Month – 11/15/19 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens […]
Insure or Self-Insure for Long Term Care – Long Term Care University – 11/15/19
Long Term Care University – Question of the Month – 11/15/19 Research By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department […]
Convert an Old Annuity to a New Hybrid Annuity with Long Term Care and Get 5 Times the Value in Tax Free Long Term Care
Click to Enlarge Convert an Old Annuity to a New Hybrid Annuity with Long Term Care and Get 5 Times the Value in Tax Free Long Term Care 73% of Annuity Owners Intend to Use Their Annuity for a Catastrophic Illness or Nursing Home Care Many consumers purchase an annuity based on their existing and […]
Understanding Hybrid Annuities with Long Term Care – 11/01/19
Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We read the Understanding Annuities article and the 1035 Tax-Free Exchange article. Can you please explain Hybrid Annuities with Long Term Care (LTC)? The Problem – Paying for a Long Term Care […]
Understanding Single Premium Immediate Annuities – 11/01/19
Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We read the Understanding Annuities article and are interested in single premium immediate annuities (SPIAs). Can you please explain SPIAs? The Problem – Guaranteed Lifetime Cash Flow There is a scarcity of […]