Author Archive for: f2819644
Entries by f2819644
Guaranteed Renewable Long Term Care Insurance – Long Term Care University – 10/15/15
Long Term Care University – Question of the Month – 10/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: Our automobile insurance company raised our rates after our first fender bender and our homeowners insurance company will not renew our policy after two small claims. Can our Long Term Care Insurance company increase […]
Roth IRA Conversions 2015 – 10/01/15
Money Matters – Skloff Financial Group Question of the Month – October 1, 2015 By Aaron Skloff, AIF, CFA, MBA Q: Through diligent savings we have accumulated large Individual Retirement Accounts (IRAs). Due to recent market volatility we are concerned about converting our Traditional IRA to a Roth IRA. What are the implications […]
The Connecticut Partnership for Long Term Care – Long Term Care University – 09/15/15
Long Term Care University – Question of the Month – 09/15/15 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 Connecticut Partnership for Long Term Care is unique? The […]
IRA One-Rollover-Per-Year-Rule – 09/01/15
Money Matters – Skloff Financial Group Question of the Month – September 1, 2015 By Aaron Skloff, AIF, CFA, MBA Q: Are there any tax ramifications to rolling over my Individual Retirement Account (IRA)? A: The Problem — Taxes and Penalties on Improper Rollovers Beginning in 2015, there are new IRS rules […]
Insure or Self-Insure for Long Term Care – Long Term Care University – 08/15/15
Long Term Care University – Question of the Month – 08/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of […]