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

Business Retirement Plans 2016

Click to Enlarge Business Retirement Plans 2016 Please see these links for articles on SEP IRAs, SIMPLE IRAs and 401(k)s. Have Your 401(k), 403(b), 457(b) Account Professionally Managed

Income Tax and Capital Gains Rates 2016

Click to Enlarge Income Tax and Capital Gains Rates 2016 Income tax, capital gains, qualified dividends and investment surtax rates for 2016. Have Your 401(k), 403(b), 457(b) Account Professionally Managed

Long Term Care And Women

Click 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

Jumbo Roth IRA 2016

Click 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). […]

Stretch IRA 2016

Click 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 […]

Maximizing Contributions to Multiple Employer Retirement Plans 2016

Click 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 […]