Author Archive for: f2819644
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
OneAmerica State Life Annuity Care II Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University – 01/15/19
/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Long Term Care University – Question of the Month – 01/15/19 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 review the OneAmerica State Life Annuity Care II Hybrid […]
Jumbo Roth IRA 2019
/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge Create a Jumbo Roth IRA with a Tax Free In-Service Withdrawal and Rollover If you are under the age of 50 you can contribute a combined $56,000 to your employer plan ($19,000 Roth plus $37,000 after tax). If you are 50 or over you can contribute $62,000 ($25,000 Roth plus $37,000 […]
Myth Versus Fact – Medicaid Home Exemption
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Myth Versus Fact – Medicaid Home Exemption Myth: Under Medicaid, my home is “exempt”.there’s no cure for Alzheimer’s, there’s no need to plan. Fact: Eligibility criteria include a home equity limit, and, most stats recoup long-term care expenditures from beneficiary estates. Source: U.S. Department of Health and Human Services Click Here […]
Maximizing Contributions to Multiple Employer Retirement Plans 2019
/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning/by f2819644Click to Enlarge Maximizing Contributions to Multiple Employer Retirement Plans Then Completing In-Service Withdrawals and Rollovers to Jumbo IRAs The IRS allows you to contribute to multiple employer retirement plans. The IRS places an $19,000 annual limit ($25,000 if age 50 or over) on employee contributions (elective deferrals) cumulatively across 401(k)s and 403(b)s and the […]
IRA Contribution and Income Limits for 2018 and 2019
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge IRA Contribution and Income Limits for 2018 and 2019 Please see these links for articles on Traditional IRAs and Roth IRAs, Backdoor Roth IRAs, Jumbo Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s. Income defined as Modified Adjusted Gross Income (MAGI). Click Here for Your Long Term Care Insurance Quotes
Skloff Financial Group
7682 Santa Margherita Way
Naples, FL 34109
908-464-3060
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