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

Best Ways to Help Your Grandkids Pay for College – Kiplinger’s Personal Finance

Best Ways to Help Your Grandkids Pay for College – Kiplinger’s Personal Finance Be mindful of financial aid and tax rules to make the most of your generosity. Click Here for Your Long Term Care Insurance Quotes

Roth IRA Conversions 2015

Money Matters – Skloff Financial Group Question of the Month – October 1, 2015 By Aaron Skloff, AIF, CFA, MBA Q: Through diligent savings we have accumulated large Individual Retirement Accounts (IRAs). Due to recent market volatility we are concerned about converting our Traditional IRA to a Roth IRA. What are the implications of converting […]

The Hardest Question Parents Need to Ask About College – Wall Street Journal

The Hardest Question Parents Need to Ask About College When parents and children talk about applying for colleges, they often skip over talking about the money. MarketWatch’s Jillian Berman discusses. Click Here for Your Long Term Care Insurance Quotes

The Connecticut Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 09/15/15 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 Connecticut Partnership for Long Term Care is unique? The Problem – Limited […]

IRA One-Rollover-Per-Year-Rule

Money Matters – Skloff Financial Group Question of the Month – September 1, 2015 By Aaron Skloff, AIF, CFA, MBA Q: Are there any tax ramifications to rolling over my Individual Retirement Account (IRA)? A: The Problem — Taxes and Penalties on Improper Rollovers Beginning in 2015, there are new IRS rules for IRA Rollovers. […]

How to Make Sure You Don’t Outlive Your Money – Wall Street Journal

How to Make Sure You Don’t Outlive Your Money Professor Michael Finke of Texas Tech University tells Jack Otter that a new breed of annuity, and a new law, can help retirees guarantee income in their later years. Click Here for Your Long Term Care Insurance Quotes

Insure or Self-Insure for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 08/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of Health and […]

Employee Stock Options – Use Them or Lose Them

Money Matters – Skloff Financial Group Question of the Month – August 4, 2015 Employee Stock Options – Use Them or Lose Them By Aaron Skloff, AIF, CFA, MBA Q: My employer has awarded me numerous stock options over the years. When can I exercise these employee stock options and what are the tax ramifications? […]

Traditional Versus Combination Life and Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 07/15/15 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (Hybrid) Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all […]