Entries by Aaron Skloff, AIF, CFA, MBA

Why You Should Pay for Disability Insurance – CNBC

Why You Should Pay for Disability Insurance It’s a type of insurance you may have considered. But if the unexpected happens and you’re unable to work, it could provide the extra protection you need. Senior Personal Finance Correspondent Sharon Epperson breaks down the types of disability insurance that can help cover you while you recover. […]

Backdoor Roth IRA 2019

Money Matters – Skloff Financial Group Question of the Month – June 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: It seems the IRS prevents some people from contributing to a Roth IRA.  Is this true and is there a workaround? A:  The Problem – Taxes, Taxes and More Taxes.  The federal and state […]

How to Keep More of Your 401(k) – CNBC

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. […]

Jumbo Roth IRA 2019

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 […]

Top 10 Tips to Reduce Income Taxes and Capital Gains Taxes 2019

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 […]