Entries by Aaron Skloff, AIF, CFA, MBA
State Life Asset-Care – Combination Life and Long Term Care Insurance
Click Here for Your Long Term Care Insurance Quotes Asset-Care isn’t traditional long-term-care insurance. Asset-Care is life insurance that helps protects your assets in retirement and gives you guarantees. Really. You have spent years dreaming of their retirement. Traveling the world. Spending time with grandchildren. Enjoying new and old hobbies. The last thing […]
Retirement Plan Contribution Limits for 2018 and 2017
Money Matters – Skloff Financial Group Question of the Month – January 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2018. What are the contribution limits for various retirement accounts in 2018? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]
IRA Contribution and Income Limits for 2017 and 2018
Click to Enlarge IRA Contribution and Income Limits for 2017 and 2018 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). Have Your 401(k), 403(b), 457(b) Account Professionally Managed
1035 Tax-Free Exchange – Convert Your Old Annuity Contract Into a Combination Annuity and Long Term Care Contract
Click to Enlarge Click Here for Your Long Term Care Insurance Quotes The Pension Protection Act of 2006 added additional flexibility to Internal Revenue Code 1035. Applying these concepts allows annuity contract owners and life insurance policy owners to purchase a new product by using the money inside of their old products. The process is […]
1035 Tax-Free Exchange – Convert Your Old Life Insurance Policy Into a Combination Life and Long Term Care Insurance Policy
Click to Enlarge Click Here for Your Long Term Care Insurance Quotes The Pension Protection Act of 2006 added additional flexibility to Internal Revenue Code 1035. Applying these concepts allows annuity contract owners and life insurance policy owners to purchase a new product by using the money inside of their old products. The process is […]
Long Term Care Insurance with Lifetime Benefits for a Couple
Click to Enlarge Long Term Care Insurance with Lifetime Benefits for a Couple By Aaron Skloff, AIF, CFA, MBA Long Term Care (LTC) Insurance policies provide long term care benefits if you need long term care. They provide the highest level of LTC benefits for the lowest premiums and can be designed to meet Long […]
