Entries by Aaron Skloff, AIF, CFA, MBA

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 […]

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 […]

Continuing Care Retirement Community (CCRC) – Planning for Access to Care

Long Term Care University – 09/30/16 Research By Brad C. Breeding, CFP Plan not only for cost, but also access to long-term care When planning for long term care costs there are two important aspects to keep in mind. The first is the cost of care and the second is access to care. Considering that […]

What is a Continuing Care Retirement Community? – My LifeSite

What is a continuing care retirement community? President and Founder of My LifeSite- Brad Breeding, answers this question in this short video. Learn more about CCRCs by visiting www.mylifesite.net. Click Here for Your Long Term Care Insurance Quotes