Entries by f2819644

Beneficiaries on Retirement Accounts and Life Insurance Policies – 09/01/16

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    Money Matters – Skloff Financial Group Question of the Month – September 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: My husband of 20 years passed away earlier this year.  Even though we updated our wills a year before his passing, his ex-wife now claims she owns all the assets in his IRAs […]

Long Term Care Insurance Inflation Protection: None, Some, Full – Long Term Care University – 08/15/16

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    Long Term Care University – Question of the Month – 08/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We are considering purchasing Long Term Care Insurance policies without inflation, with inflation protection built into the price and with inflation protection that increases the price of the policy each year.  What are the advantages […]

IRAs: Avoid Double Taxation on Withdrawals – 08/01/16

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    Money Matters – Skloff Financial Group Question of the Month – August 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q:  I have a number of Roth IRAs and Traditional IRAs.  Are all my withdrawals subject to income taxes? The Problem – Double Taxation on IRA Withdrawals  With a number of different Individual Retirement […]

3 Things No One Tells You About Retirement – Kiplinger’s Personal Finance – 07/19/16

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3 Things No One Tells You About Retirement – Kiplinger’s Personal Finance The classic retirement fantasy is simple: Work until 65, get your gold watch and live happily ever after on your pension. Reality is a bit different. Click Here for Your Long Term Care Insurance Quotes

Combination Life and Long Term Care Insurance With and Without Inflation Protection – Long Term Care University – 07/15/16

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    Long Term Care University – Question of the Month – 07/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care Insurance and prefer the Combination policy (or Hybrid). What are the pros and cons of purchasing a […]

5 Or So Years From Retiring? Here’s A To-Do List – MarketWatch – 07/13/16

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5 Or So Years From Retiring? Here’s A To-Do List What to do if you’re 5 years or so away from retirement: First, write down your plan. Think about where your income is coming from. Consider your asset allocation and get rid of debt. Follow these easy steps.  Click Here for Your Long Term Care […]