Entries by Aaron Skloff, AIF, CFA, MBA

Business Retirement Plans 2015

Click to Enlarge Business Retirement Plans 2015 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  

401(k) – The Powerful Small, Middle and Large Sized Business Retirement Plan

Money Matters – Skloff Financial Group Question of the Month – July 1, 2015 401(k) – The Powerful Small and Middle Sized Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA We own a middle sized business and want to retain our employees by offering a valuable retirement benefit.  We read your article on SEP IRAs and […]

The Florida Long Term Care Partnership Program – Long Term Care University

Long Term Care University – Question of the Month – 06/01/15 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 Florida Long Term Care Partnership Program is unique? The Problem – Limited […]

SIMPLE IRA – The Powerful Small and Middle Sized Business Retirement Plan

Money Matters – Skloff Financial Group Question of the Month – June 1, 2015 SIMPLE IRA – The Powerful Small and Middle Sized Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA Q: We own a middle sized business and want to retain our employees by offering a valuable retirement benefit.  We read your article […]

Combination Life and Long Term Care Insurance with Lifetime Benefits and Inflation Protection – Long Term Care University

Long Term Care University – Question of the Month – 05/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd , 3rd, 4th , 5th, 6th 7th, 8th  and 9th Long Term Care University articles on Combination Life and Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Instead of a limited number of years of coverage, are […]

SEP IRA – The Powerful Small Business Retirement Plan

Money Matters – Skloff Financial Group Question of the Month – May 5, 2015 SEP IRA – The Powerful Small Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA Q: I am a sole proprietor earning $100,000 per year.  My spouse owns a limited liability corporation (L.L.C.) and earns $300,000 per year.  Is there a low […]