Aaron Skloff, AIF, CFA, MBA, Author at Skloff Financial Group

About Aaron Skloff, AIF, CFA, MBA

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 Aaron Skloff, AIF, CFA, MBA

The Myth of Self Insuring for Long Term Care

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

Long Term Care University – Question of the Month – 03/15/19 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 please review the Lincoln Long Term Care Fixed Annuity Hybrid Combination Annuity and […]

Tax Collectors Chase Rich New Yorkers Moving to Low-tax States – CNBC

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

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

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 and Capital […]

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University

Long Term Care University – Question of the Month – 02/15/19 By Aaron Skloff, AIF, CFA, MBA Q: Can we pay for our long term care insurance policies on a tax free basis? The Problem – Paying for Long Term Care Insurance with After Tax Dollars The Internal Revenue Code is loaded with tax benefits […]

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 […]