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

Long Term Care Insurance Tax Benefits 2016 – Long Term Care University

Long Term Care University – Question of the Month – 01/15/16 By Aaron Skloff, AIF, CFA, MBA Q: Can long term care insurance be offered as a company benefit to all or a limited number of our employees? If so, are there any tax advantages for employers or employees? Are there still tax advantages for […]

Is the Market Really Like a Casino? – 1926-2015

Click to Enlarge Is the Market Really Like a Casino? 1926-2015 Is the stock market like a Vegas casino? Actually, no. • Notice that the odds of winning any of the most popular games in Vegas never reach 50%; for comparison’s sake, over rolling monthly one-year holding periods the stock market has been up 75.3% of the […]

What Has the Greatest Impact on Investment Results? – 1985-2014

Click to Enlarge What Has the Greatest Impact on Investment Results? 1985-2014 The #1 threat to your investment portfolio is unbridled emotion. More money is lost due to fear and greed (how we respond) than all of the financial, economic and geopolitical events combined. It’s not the events themselves but our response to the events that can cause […]

Retirement Plan Contribution Limits for 2016 and 2015

Money Matters – Skloff Financial Group Question of the Month – January 8, 2016 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2016. What are the contribution limits for various retirement accounts in 2016? The Problem – Lack of Retirement Savings Most pre-retirees recognize they […]

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 […]