Money Matters – Skloff Financial Group Question of the Month – June 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: Through diligent savings we have accumulated large Individual Retirement Accounts (IRAs). Due to recent market volatility we are concerned about converting our Traditional IRA to a Roth IRA. What are the implications […]
Long Term Care University – Question of the Month – 05/15/18 Research 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 Traditional LTC policy. Can you please review the National Guardian Life […]
This Is What Medicare Does and Doesn’t Cover Getting on Medicare doesn’t necessarily mean you’re on easy street. Not knowing what’s included could mean financial disaster. Planning ahead, though, could help many Americans avoid missing out on services they may take for granted before retirement. Here’s how to navigate and get the most out of […]
Want a 20% Business Deduction? Here Are the Obstacles Congress just created a new tax break for millions of pass-through businesses. But every business owner doesn’t automatically qualify. WSJ’s Richard Rubin overcomes the obstacles to claim the 20% pass through business deduction – on an actual obstacle course. Click Here for Your Long Term Care […]
Long Term Care University – Question of the Month – 04/15/18 Research By Aaron Skloff, AIF, CFA, MBA Q: What is the best age to buy Long Term Care Insurance? The Problem – Determining the Best Age to Buy Long Term Care Insurance Waiting to purchase technology gadgets can often be advantageous. For […]