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

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

Long Term Care University – Question of the Month – 02/15/18 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 […]

2018 Could Be a Big Year for Divorce Thanks to Trump’s New Tax Plan – CNBC

2018 Could Be a Big Year for Divorce Thanks to Trump’s New Tax Plan The GOP tax bill may complicate divorce proceedings by nixing alimony tax breaks. Click Here for Your Long Term Care Insurance Quotes

Dow Jones Industrial Average Market Downturns Happened Frequently and They Didn’t Last Forever – 1900-2015

Click to Enlarge Dow Jones Industrial Average Market Downturns Happened Frequently and They Didn’t Last Forever – 1900-2015 Declines of 5% or more occrued about 3 times a year and lasted 46 days on average. Declines of 10% or more occured about once per year and lasted 115 days on average. Declines of 15% or […]

Confessions of a Former College Admissions Officer: 5 Ways to Ace Your College Application – Yahoo Finance

Confessions of a Former College Admissions Officer: 5 Ways to Ace Your College Application A former Yale admissions officer shares his tips for acing your college application. Click Here for Your Long Term Care Insurance Quotes

Contributing to an IRA for 2017 and 2018

Money Matters – Skloff Financial Group Question of the Month – February 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2018, can we still contribute to Individual Retirement Accounts for 2017? How long do we have to contribute for 2017? A: The Problem — Foregoing Financial Planning and Tax Planning […]

Long Term Care Insurance Tax Benefits 2018 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/18 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 advantages for individuals […]

3 Worst States for Taxes on Retirees – Kiplinger’s Personal Finance

3 Worst States for Taxes on Retirees – Kiplinger’s Personal Finance High income taxes, sales taxes and taxes on Social Security and other retirement income make Connecticut, Kansas and Minnesota especially tax-unfriendly for retirees. Click Here for Your Long Term Care Insurance Quotes

3 Best States for Taxes on Retirees – Kiplinger’s Personal Finance

3 Best States for Taxes on Retirees – Kiplinger’s Personal Finance No state income tax including no taxes on Social Security benefits help place Alaska, South Dakota and Wyoming among the best places to retire in the U.S. in 2018. Click Here for Your Long Term Care Insurance Quotes

Medicare Part B Premiums 2018

Click to Enlarge Part B premiums are based on tax returns from two years earlier. Medicare doesn’t cover long-term care (also called custodial care). Part B Deductible and Coinsurance You pay $183 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the Medicare-approved amount for these: Most […]