Aaron Skloff, AIF, CFA, MBA, Author at Skloff Financial Group

About Aaron Skloff, AIF, CFA, MBA

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 Aaron Skloff, AIF, CFA, MBA

Combination Life and Long Term Care Insurance Tax Benefits 2016 – Long Term Care University

Long Term Care University – Question of the Month – 05/15/16 By Aaron Skloff, AIF, CFA, MBA Q: Can Combination and Life and Long Term Care Insurance (Combo or Hybrid) be offered as a company benefit? If so, are there any tax advantages for employers or employees? Are there tax advantages for individuals who buy […]

Jumbo Roth IRA

Money Matters – Skloff Financial Group Question of the Month – May 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Because I earn $300,000 per year I am disqualified from contributing to a Roth IRA. Are there other ways to accumulate Roth IRA savings? The Problem – Higher Earners Disqualified from Contributing to Roth IRAs […]

Long Term Care Insurance Approvals With Health Conditions – Long Term Care University

Long Term Care University – Question of the Month – 04/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We are looking into Long Term Care Insurance, but concerned our application will be denied due to our health conditions. What common health conditions are acceptable to insurance companies? If the policy is issued, will it have […]

401(k) Rollover with After-tax and Pre-tax Balances

Money Matters – Skloff Financial Group Question of the Month – April 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: I am ready to rollover my 401(k) to an Individual Retirement Account (IRA) and was informed some of the money is after-tax and some is pre-tax. How can I complete the rollover on a […]

New York State Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 03/15/16 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 New York State Partnership for Long Term Care is unique? The Problem […]

Three Ways to Retire by Age 55 – Wall Street Journal

Three Ways to Retire by Age 55 You don’t need tens of millions of dollars to retire by 55, but you do need a plan and ideally, decades of smart saving and investing under your belt. WSJ’s Lee Hawkins outlines three ways people are able to do it. Click Here for Your Long Term Care […]

Top Four 401(k) Tips and Advice

Money Matters – Skloff Financial Group Question of the Month – March 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: What are some tips on getting the most out of our 401(k) plans? A: The Problem – Looking a Gift Horse in the Mouth Many employers offer the ‘gift’ of a 401(k) retirement plan […]

Long Term Care Insurance Tax Free with Health Savings Account (HSA) – Long Term Care University

Long Term Care University – Question of the Month – 02/15/16 By Aaron Skloff, AIF, CFA, MBA Q: Can we pay for our long term care insurance policies on a tax free basis? The Problem – Paying for Long Term Care Insurance with After Tax Dollars The Internal Revenue Code is loaded with tax benefits […]

Mutual Funds vs ETFs – Which Is Right for You – Wall Street Journal

Mutual Funds vs ETFs – Which Is Right for You If you’re looking to invest in stocks, two good options are mutual funds or their financial cousins, Exchange-Traded Funds, also known as ETFs. Here’s a look at the pros and cons. Click Here for Your Long Term Care Insurance Quotes