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 […]
Long Term Care University – Question of the Month – 08/15/15 Research 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 […]
Long Term Care University – Question of the Month – 07/15/15 Research 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 […]
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
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 […]
Long Term Care University – Question of the Month – 06/15/15 Research 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 […]