Author Archive for: f2819644
About f2819644
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 f2819644
Long Term Care And Women
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Long term care is truly a women’s issue. Women make up the majority of our nation’s caregivers and they often bear the burden of long term care’s significant physical, financial and emotional demands. They are also largely impacted as long term care recipients. Click Here for Your Long Term Care Insurance Quotes
Long Term Care Planning Who Will Pay For Care
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Too often, long term care conversations come far too late for families, which leaves them scrambling for options and resources when a loved one has an LTC event. Planning ahead for potential LTC needs is crucial to protecting a family’s financial, emotional and physical health. Click Here for Your Long Term Care […]
Jumbo Roth IRA 2016
/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge Create a Jumbo Roth IRA with a Tax Free In-Service Withdrawal and Rollover If you are under the age of 50 you can contribute a combined $53,000 to your employer plan ($18,000 Roth plus $35,000 after tax). If you are 50 or over you can contribute $59,000 ($24,000 Roth plus $35,000 after tax). […]
Missing Top Performing Days Can Hurt Your Return- Blackrock – 01/01/16
/in - SLIDES CATEGORIES, Investing/by f2819644Click to Enlarge MISSING TOP-PERFORMING DAYS CAN HURT YOUR RETURN Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (1996–2015) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 1996 to December […]
Stretch IRA 2016
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge Stretch IRA Example Harvey Has $300,000 In His IRA, Earning 7% Per Year. Watch It Grow To Over $2.1 Million. Naming your family as the designated beneficiaries on your IRA allows your family to inherit your IRA and simultaneously take advantage of a Stretch IRA. A Stretch IRA is not a different […]
Family Caregiving The Cost of Long Term Care
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Retirement Planning/by f2819644Click to Enlarge Too often, long term care conversations come far too late for families, which leaves them scrambling for options and resources when a loved one has an LTC event. Planning ahead for potential LTC needs is crucial to protecting a family’s financial, emotional and physical health. Click Here for Your Long Term Care […]
Maximizing Contributions to Multiple Employer Retirement Plans 2016
/in - SLIDES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning/by f2819644Click to Enlarge Maximizing Contributions to Multiple Employer Retirement Plans Then Completing In-Service Withdrawals and Rollovers to Jumbo IRAs The IRS allows you to contribute to multiple employer retirement plans. The IRS places an $18,000 annual limit ($24,000 if age 50 or over) on employee contributions (elective deferrals) cumulatively across 401(k)s and 403(b)s and the […]
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