How to Keep More of Your 401(k) Your 401(k) account balance may have risen with the stock market. But before you count on that money you have to understand the total may not be as large as it appears. Senior Personal Finance Correspondent Sharon Epperson explains why and how you can keep more of it. […]
Long Term Care University – Question of the Month – 05/15/19 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and Not All Hybrid Combination Life And Long Term Care Insurance Policies Are The Same, and prefer […]
Money Matters – Skloff Financial Group Question of the Month – May 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: Because I earn $300,000 per year I am disqualified from contributing to a Roth IRA. Are there other ways to accumulate Roth IRA savings? The Problem – Higher Earners Disqualified from Contributing to Roth […]
Long Term Care University – Question of the Month – 04/15/19 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Hybrid-Combination LTC policy. Are all Hybrid-Combination LTC policies the same? Overview. Hybrid-Combination LTC policies […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates 2019’. What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2019? The Problem – Taming the Tax Beast […]
Long Term Care University – Question of the Month – 03/15/19 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article 1035 Tax-Free Exchange and are interested in Hybrid Combination Annuity and Long Term Care (LTC) Insurance policies. Can you please review the Lincoln Long Term Care Fixed Annuity Hybrid Combination Annuity and […]
