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

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 […]

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University – 02/15/19

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

Long Term Care University – Question of the Month – 02/15/19 Research 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 […]

Global Atlantic Forethought ForeCare Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University – 02/15/19

February 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 – 02/15/19 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 Global Atlantic Forethought ForeCare Hybrid Combination Annuity […]

Contributing to an IRA for 2018 and 2019 – 02/01/19

February 1, 2019/in - ARTICLES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644

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 […]

Will Your 2019 Tax Refund Be Sweeter Than Usual? – Wall Street Journal- 01/25/19

January 25, 2019/in - VIDEOS CATEGORIES, Financial Planning, Taxes/by f2819644

Will Your 2019 Tax Refund Be Sweeter Than Usual? Now that the new tax law is in place, your deductions and refunds may not look the same as last year. WSJ’s Richard Rubin gives us the scoop on what’s changed, and how your return could be sweeter (or less sweet) than years past. Click Here […]

OneAmerica State Life Annuity Care II Hybrid Combination Annuity and Long Term Care Insurance Review – Long Term Care University – 01/15/19

January 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 – 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 […]

Long Term Care Insurance Tax Benefits 2019 – Long Term Care University – 01/15/19

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

Long Term Care University – Question of the Month – 01/15/19 Research 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 […]

Long Term Care Insurance Rate Increases Versus Health Insurance Rate Increases

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

Click to Enlarge Long Term Care Insurance Rate Increases Versus Health Insurance Rate Increases Long Term Care Insurance 42% Health Insurance 118% Click Here for Your Long Term Care Insurance Quotes

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About f2819644

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