Entries by Aaron Skloff, AIF, CFA, MBA

This Is What Medicare Does and Doesn’t Cover – CNBC

This Is What Medicare Does and Doesn’t Cover Getting on Medicare doesn’t necessarily mean you’re on easy street. Not knowing what’s included could mean financial disaster. Planning ahead, though, could help many Americans avoid missing out on services they may take for granted before retirement. Here’s how to navigate and get the most out of […]

Maximize Roth 401(k) And Roth IRA Contributions on a Modest Income

Money Matters – Skloff Financial Group Question of the Month – May 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: We both earn modest incomes but want to maximize our Roth 401(k) and Roth IRA contributions.  Can we contribute to a Roth 401(k) and Roth IRA in the same year?  If so, can our combined […]

Want a 20% Business Deduction? Here Are the Obstacles – Wall Street Journal

Want a 20% Business Deduction? Here Are the Obstacles Congress just created a new tax break for millions of pass-through businesses. But every business owner doesn’t automatically qualify. WSJ’s Richard Rubin overcomes the obstacles to claim the 20% pass through business deduction – on an actual obstacle course.  Click Here for Your Long Term Care […]

Best Age to Buy Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 04/15/18 By Aaron Skloff, AIF, CFA, MBA Q: What is the best age to buy Long Term Care Insurance? The Problem – Determining the Best Age to Buy Long Term Care Insurance Waiting to purchase technology gadgets can often be advantageous.  For example, the fancy […]

Top 10 Tips to Reduce Income Taxes and Capital Gains Taxes 2018

Money Matters – Skloff Financial Group Question of the Month – April 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates 2018’.  What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2018? The Problem – Taming the Tax Beast […]