Entries by Aaron Skloff, AIF, CFA, MBA
Global Atlantic Forethought ForeCare Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University
Long Term Care University – Question of the Month – 02/15/19 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 review the Global Atlantic Forethought ForeCare Hybrid Combination Annuity and LTC policy? […]
Contributing to an IRA for 2018 and 2019
Money Matters – Skloff Financial Group Question of the Month – February 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2019, can we still contribute to Individual Retirement Accounts for 2018? How long do we have to contribute for 2018? A: The Problem — Foregoing Financial Planning and Tax Planning […]
OneAmerica State Life Annuity Care II Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University
Long Term Care University – Question of the Month – 01/15/19 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 review the OneAmerica State Life Annuity Care II Hybrid Combination Annuity and […]
Long Term Care Insurance Tax Benefits 2019 – Long Term Care University
Long Term Care University – Question of the Month – 01/15/19 By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees? If so, are there any tax advantages for employers or employees? Are there tax advantages for individuals […]
