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

New Jersey and New York State Estate Tax Changes

Money Matters – Skloff Financial Group Question of the Month – November 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: Can you explain the changes to the New Jersey and New York state estate tax? The Problem – Taxes When You Live and Taxes When You Die It is common knowledge that with few […]

Tax Benefits of Long Term Care Insurance for Employers and Employees 2016 – Long Term Care University

Long Term Care University – Question of the Month – 10/15/16 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 for its owners […]

Stretch IRA: Avoid Withdrawals and Taxes as Long as Possible

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 not properly […]

Continuing Care Retirement Community (CCRC) – Planning for Access to Care

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 […]

What is a Continuing Care Retirement Community? – My LifeSite

What is a continuing care retirement community? President and Founder of My LifeSite- Brad Breeding, answers this question in this short video. Learn more about CCRCs by visiting www.mylifesite.net. Click Here for Your Long Term Care Insurance Quotes

AARP Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 09/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We are looking into a Long Term Care Insurance policy offered by AARP. Do they offer a competitively priced policy? Is it worth shopping around? The Problem – Relying on an Exclusive Provider AARP is a nonprofit, […]

Beneficiaries on Retirement Accounts and Life Insurance Policies

Money Matters – Skloff Financial Group Question of the Month – September 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: My husband of 20 years passed away earlier this year. Even though we updated our wills a year before his passing, his ex-wife now claims she owns all the assets in his IRAs and 401(k)s, […]

Long Term Care Insurance Inflation Protection: None, Some, Full – Long Term Care University

Long Term Care University – Question of the Month – 08/15/16 By Aaron Skloff, AIF, CFA, MBA Q: We are considering purchasing Long Term Care Insurance policies without inflation, with inflation protection built into the price and with inflation protection that increases the price of the policy each year. What are the advantages and disadvantages […]

IRAs: Avoid Double Taxation on Withdrawals

Money Matters – Skloff Financial Group Question of the Month – August 1, 2016 By Aaron Skloff, AIF, CFA, MBA Q: I have a number of Roth IRAs and Traditional IRAs. Are all my withdrawals subject to income taxes? The Problem – Double Taxation on IRA Withdrawals With a number of different Individual Retirement Accounts (IRAs), […]