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

5 Or So Years From Retiring? Here’s A To-Do List – MarketWatch

5 Or So Years From Retiring? Here’s A To-Do List What to do if you’re 5 years or so away from retirement: First, write down your plan. Think about where your income is coming from. Consider your asset allocation and get rid of debt. Follow these easy steps. Click Here for Your Long Term Care […]

Do You Have An Estate Plan? You Need One – MarketWatch

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 […]

Plan Ahead Now To Cut Your Taxes In Retirement – MarketWatch

Plan Ahead Now To Cut Your Taxes In Retirement It’s hard enough to save your money, but once you hit retirement, managing your taxes becomes even more important. Here are some tips to keep in mind so you can hold Uncle Sam at bay. Click Here for Your Long Term Care Insurance Quotes

How To Manage Your 401(k) – MarketWatch

How To Manage Your 401(k) Here’s what you need to know to manage your 401(k): Make sure you get the most out of any company matching contributions and choose your investments carefully. Follow these simple steps for the biggest reward. Click Here for Your Long Term Care Insurance Quotes

Top 10 Tips to Reduce Taxes On Retirement Accounts

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 Insurance Tax Benefits by State 2016 – Long Term Care University

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 […]

Maximizing Contributions to Multiple Employer Retirement Plans

Money Matters – Skloff Financial Group Question of the Month – June 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Because I work for multiple employers and have my own business I earn $600,000. Can I contribute to multiple employer retirement plans? If so, how can I maximize my contributions? The Problem – Higher Earners […]

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 […]