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 […]
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 […]
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 […]
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 […]
Long Term Care University – Question of the Month – 09/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We are looking into a Long Term Care Insurance policy offered by AARP. Do they offer a competitively priced policy? Is it worth shopping around? The Problem – Relying on an Exclusive Provider AARP is a nonprofit, […]
Money Matters – Skloff Financial Group Question of the Month – September 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: My husband of 20 years passed away earlier this year. Even though we updated our wills a year before his passing, his ex-wife now claims she owns all the assets in his IRAs and 401(k)s, […]
Long Term Care University – Question of the Month – 08/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We are considering purchasing Long Term Care Insurance policies without inflation, with inflation protection built into the price and with inflation protection that increases the price of the policy each year. What are the advantages and disadvantages […]
