Money Matters – Skloff Financial Group Question of the Month – August 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: I have a number of Roth IRAs and Traditional IRAs. Are all my withdrawals subject to income taxes? The Problem – Double Taxation on IRA Withdrawals With a number of different Individual Retirement Accounts (IRAs), […]
Long Term Care University – Question of the Month – 07/15/16 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 prefer the Combination policy (or Hybrid). What are the pros and cons of purchasing a Combination policy […]
Do You Have An Estate Plan? You Need One Nobody likes to think about illness or death, but planning is essential to protect your family and make sure your wishes are followed with regard to your assets and estate. Here are some easy, quick steps to get started. Click Here for Your Long Term Care […]
Money Matters – Skloff Financial Group Question of the Month – July 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: I am a recent retiree and my spouse is considering retirement. Can we avoid unnecessary taxes on our retirement accounts? The Problem – Paying Unnecessary Taxes on Retirement Accounts You have worked hard your […]
Long Term Care University – Question of the Month – 06/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We have family throughout the U.S. What federal and state tax benefits are available for long term care insurance? The Problem – Foregoing Federal and State Tax Benefits Too many long term care insurance policyholders forego valuable […]
