Author Archive for: f2819644
Entries by f2819644
Year End Tax and Financial Planning for 2016 – 12/01/16
Money Matters – Skloff Financial Group Question of the Month – December 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End […]
Combination Life and Long Term Care Insurance With and Without Inflation Protection Part 2 – Long Term Care University – 11/15/16
Long Term Care University – Question of the Month – 11/15/16 Research 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 […]
Tax Benefits of Long Term Care Insurance for Employers and Employees 2016 – Long Term Care University – 10/15/16
Long Term Care University – Question of the Month – 10/15/16 Research 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 […]
S&P 500 Short-Term Declines vs. Subsequent 12-Month Returns – 2010-2016
Click to Enlarge S&P 500 Short-Term Declines vs. Subsequent 12-Month Returns – 2010-2016 Decline represents the total loss from the start of the event to the correction trough. Subsequent 12-month return represents the total return from the event trough through the following 12 months. China market selloff and the Brexit subsequent returns are through […]
Stretch IRA: Avoid Withdrawals and Taxes as Long as Possible – 10/01/16
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 […]
Continuing Care Retirement Community (CCRC) – Planning for Access to Care – 09/30/16
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 […]