f2819644, Author at Skloff Financial Group

About f2819644

Aaron Skloff, Accredited Investment Fiduciary (AIF), Chartered Financial Analyst (CFA) charter holder, Master of Business Administration (MBA), is the Chief Executive Officer of Skloff Financial Group, a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for high net worth individuals and benefits for small to middle sized companies. He can be contacted at www.skloff.com or 908-464-3060.

Entries by f2819644

Jumbo Roth IRA 2019 – 05/01/19

May 1, 2019/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, Investing, IRA, Retirement Planning, Taxes/by f2819644

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 […]

Chance of Long Term Care vs Car Accident vs Fire

May 1, 2019/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

Click to Enlarge 7 in 10 Chance of Long Term Care 1 in 340 Chance of Major Car Accident 1 in 1,200 Chance of Total Loss from Fire Click Here for Your Long Term Care Insurance Quotes

Not All Hybrid-Combination Life And Long Term Care Insurance Policies Are The Same – Long Term Care University – 04/15/19

April 15, 2019/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 04/15/19 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 Hybrid-Combination LTC policy. Are all Hybrid-Combination LTC policies the same? Overview. […]

Top 10 Tips to Reduce Income Taxes and Capital Gains Taxes 2019 – 04/01/19

April 1, 2019/in - ARTICLES CATEGORIES, 401(k), College Planning, Financial Planning, Long Term Care Insurance, Retirement Planning, Taxes/by f2819644

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 […]

The Myth of Self Insuring for Long Term Care

April 1, 2019/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

Click to Enlarge The Myth of Self Insuring for Long Term Care Click Here for Your Long Term Care Insurance Quotes

Lincoln Long Term Care Fixed Annuity Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University – 03/15/19

March 15, 2019/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

Long Term Care University – Question of the Month – 03/15/19 Research 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 […]

Tax Collectors Chase Rich New Yorkers Moving to Low-tax States – CNBC- 03/08/19

March 8, 2019/in - VIDEOS CATEGORIES, Estate Planning, Financial Planning, Retirement Planning, Taxes/by f2819644

Tax Collectors Chase Rich New Yorkers Moving to Low-tax States The cat-and-mouse game between state tax collectors and wealthy New Yorkers moving to Florida has reached new levels — and gone high tech. Click Here for Your Long Term Care Insurance Quotes

LIFE With and Without a Long Term Care Plan

March 1, 2019/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644

Click to Enlarge LIFE With and Without a Long Term Care Plan Click Here for Your Long Term Care Insurance Quotes

Income Tax and Capital Gains Rates 2019 – 03/01/19

March 1, 2019/in - ARTICLES CATEGORIES, Financial Planning, Taxes/by f2819644

Money Matters – Skloff Financial Group Question of the Month – March 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q: Our taxes are confusing. What are the income tax rates and capital gains rates for 2019, following the Tax Cuts and Jobs Act? The Problem – Maze of Tax Rates on Income […]

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