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

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 […]

New Estate-Tax Breaks for Married Couples – Wall Street Journal

New Estate-Tax Breaks for Married Couples The Internal Revenue Service recently released final rules detailing a generous estate- and gift-tax break for married couples who don’t set up expensive trusts before death. Laura Saunders joins Tanya Rivero. Click Here for Your Long Term Care Insurance Quotes

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 […]

Combination Life and Long Term Care Insurance with Lifetime Benefits and Annual Premiums – Long Term Care University

Long Term Care University – Question of the Month – 06/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd , 3rd, 4th , 5th, 6th 7th, 8th, 9th and 10th 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 […]