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

Retirement Plan Limits 2016 and 2017

Click to Enlarge Retirement Plan Limits 2016 and 2017 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Have Your 401(k), 403(b), 457(b) Account Professionally Managed

Year-end Retirement Tax Guide – CNBC

Year-end Retirement Tax Guide Don’t want a big tax surprise? Run through this year-end checklist to help minimize the amount you’ll pay come tax time in April! Click Here for Your Long Term Care Insurance Quotes

Combination Life and Long Term Care Insurance With and Without Inflation Protection Part 3 – Long Term Care University

Long Term Care University – Question of the Month – 12/15/16 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 , Combination Life and Long Term Care Insurance With and Without Inflation Protection, and Combination Life and LTC Insurance With […]

Tax Tip 2016: Deduct State Sales Taxes – Kiplinger’s Personal Finance

Tax Tip 2016: Deduct State Sales Taxes – Kiplinger’s Personal Finance You might come out ahead on your federal tax return if you do. Click Here for Your Long Term Care Insurance Quotes

Year End Tax and Financial Planning for 2016

Money Matters – Skloff Financial Group Question of the Month – December 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End Financial Oversights […]

Combination Life and Long Term Care Insurance With and Without Inflation Protection Part 2 – Long Term Care University

Long Term Care University – Question of the Month – 11/15/16 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 the article that compares Combination Life and Long Term Care Insurance With and Without Inflation Protection, and […]

New Jersey and New York State Estate Tax Changes

Money Matters – Skloff Financial Group Question of the Month – November 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Can you explain the changes to the New Jersey and New York state estate tax? The Problem – Taxes When You Live and Taxes When You Die It is common knowledge that with few […]

Tax Benefits of Long Term Care Insurance for Employers and Employees 2016 – Long Term Care University

Long Term Care University – Question of the Month – 10/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article titled “Combination and Life and Long Term Care Insurance Tax Benefits 2016”. What are the tax advantages of a business paying long term care insurance premiums for its owners […]

Stretch IRA: Avoid Withdrawals and Taxes as Long as Possible

Money Matters – Skloff Financial Group Question of the Month – October 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Can my family inherit my Traditional Individual Retirement Account (IRA)? If so, are there any advantages to avoiding withdrawals from my IRA? The Problem – Required Minimum Distributions (RMDs) If you do not properly […]