Author Archive for: f2819644
Entries by f2819644
Top 10 Tips to Reduce Taxes On Retirement Accounts – 07/01/16
Money Matters – Skloff Financial Group Question of the Month – July 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: I am a recent retiree and my spouse is considering retirement. Can we avoid unnecessary taxes on our retirement accounts? The Problem – Paying Unnecessary Taxes on Retirement Accounts You have worked […]
Long Term Care Insurance Tax Benefits by State 2016 – Long Term Care University – 06/15/16
Long Term Care University – Question of the Month – 06/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We have family throughout the U.S. What federal and state tax benefits are available for long term care insurance? The Problem – Foregoing Federal and State Tax Benefits Too many long term care insurance […]
Maximizing Contributions to Multiple Employer Retirement Plans – 06/01/16
Money Matters – Skloff Financial Group Question of the Month – June 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Because I work for multiple employers and have my own business I earn $600,000. Can I contribute to multiple employer retirement plans? If so, how can I maximize my contributions? The Problem – […]
Combination Life and Long Term Care Insurance Tax Benefits 2016 – Long Term Care University – 05/15/16
Long Term Care University – Question of the Month – 05/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: Can Combination and Life and Long Term Care Insurance (Combo or Hybrid) be offered as a company benefit? If so, are there any tax advantages for employers or employees? Are there tax advantages for […]
Jumbo Roth IRA – 05/01/16
Money Matters – Skloff Financial Group Question of the Month – May 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Because I earn $300,000 per year I am disqualified from contributing to a Roth IRA. Are there other ways to accumulate Roth IRA savings? The Problem – Higher Earners Disqualified from Contributing to […]
Long Term Care Insurance Approvals With Health Conditions – Long Term Care University – 04/15/16
Long Term Care University – Question of the Month – 04/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: We are looking into Long Term Care Insurance, but concerned our application will be denied due to our health conditions. What common health conditions are acceptable to insurance companies? If the policy is issued, will […]
New York State Partnership for Long Term Care – Long Term Care University – 03/15/16
Long Term Care University – Question of the Month – 03/15/16 Research By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and if the New York State Partnership for Long Term Care is […]