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

1035 Tax-Free Exchange Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 12/15/15 By Aaron Skloff, AIF, CFA, MBA Q: Can I use an annuity or life insurance policy to pay for a long term care insurance policy? Are there any tax implications? The Problem – Money Tied Up in an Annuity or Life Insurance, But Need […]

When to Sign Up for Medicare Coverage – Kiplinger’s Personal Finance

When to Sign Up for Medicare Coverage – Kiplinger’s Personal Finance Missing deadlines can result in costly penalties and delays. Click Here for Your Long Term Care Insurance Quotes

A Costly RMD Mistake Retirees Can Make – Kiplinger’s Personal Finance

A Costly RMD Mistake Retirees Can Make – Kiplinger’s Personal Finance Blowing the timing of your first required minimum distribution can cost you a bundle. Click Here for Your Long Term Care Insurance Quotes

Year End Tax and Financial Planning for 2015

Money Matters – Skloff Financial Group Question of the Month – December 1, 2015 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End Financial Oversights […]

Long Term Care Insurance Rate Increase – Long Term Care University

Long Term Care University – Question of the Month – 11/15/15 By Aaron Skloff, AIF, CFA, MBA Q: We recently received a letter from our Long Term Care Insurance company notifying us that our policy premiums may increase. What options do we have? The Problem – Long Term Care Insurance Premium Rate Increase Almost all […]

Backdoor Roth IRA 2015

Money Matters – Skloff Financial Group Question of the Month – November 2, 2015 By Aaron Skloff, AIF, CFA, MBA Q: It seems the IRS prevents some people from contributing to a Roth IRA. Is this true and is there a workaround? A: The Problem – Taxes, Taxes and More Taxes. The federal and state […]

Guaranteed Renewable Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 10/15/15 By Aaron Skloff, AIF, CFA, MBA Q: Our automobile insurance company raised our rates after our first fender bender and our homeowners insurance company will not renew our policy after two small claims. Can our Long Term Care Insurance company increase our rates or […]

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 […]