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

Roth IRA Recharacterization – Independent Press

The Independent Press Business – Skloff Financial Group’s Question of the Month – April 2, 2014 By Aaron Skloff, AIF, CFA, MBA Q: After reading your March 5, 2014 article on Roth IRA conversions and evaluating the pros and cons, we are ready to convert our Traditional IRAs. Can we reverse the conversion and its […]

Couples May Have Very Different Retirement Dreams – Wall Street Journal

Couples May Have Very Different Retirement Dreams Couples may have very different visions for their retirement. Here’s how they can get more in sync. Click Here for Your Long Term Care Insurance Quotes

Double Duty From a Last Minute Tax Deduction – Kiplinger’s Personal Finance

Double Duty From a Last Minute Tax Deduction – Kiplinger’s Personal Finance – 03/25/14 Want to pay 0% capital gains? Put money in an IRA. Kiplinger’s Kevin McCormally explains. Click Here for Your Long Term Care Insurance Quotes

California Partnership for Long Term Care Top 6 Most FAQs – Long Term Care University

Long Term Care University – Question of the Month – 03/15/14 By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the California Partnership for Long Term Care? The Problem – Understanding the California Partnership for Long Term Care (CAPLTC) Most long term care (LTC) insurance policies […]

How to Retire When You Want – Kiplinger’s Personal Finance

How to Retire When You Want – Kiplinger’s Personal Finance – 03/12/14 Kiplinger’s Sandra Block offers tips on entering retirement on your own terms. Click Here for Your Long Term Care Insurance Quotes

Lincoln MoneyGuard 2 – Combination Life Long Term Care Insurance

Click Here for Your Long Term Care Insurance Quotes Lincoln MoneyGuard® II (Lincoln MoneyGuard 2) is a universal life insurance policy with an optional qualified long-term care insurance rider available for an additional cost. It is issued by The Lincoln National Life Insurance Company, Fort Wayne, Indiana. Lincoln MoneyGuard II (Lincoln MoneyGuard 2) provides benefits to […]

Roth IRA Conversions – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – March 5, 2014 By Aaron Skloff, AIF, CFA, MBA Q: Through diligent savings and 401(k) rollovers we’ve accumulated large pre-tax Individual Retirement Accounts (IRAs). What are the implications of converting them into Roth IRAs? The Problem — Taxes on Withdrawals from […]

Psst…the Backdoor Route to a Roth IRA – Wall Street Journal

Psst…the Backdoor Route to a Roth IRA High earners can’t contribute directly to popular Roth individual retirement accounts. But there’s still a way in. We explain a simple two-step strategy that works for many people. WSJ’s Karen Damato explains. You can’t contribute to a Roth IRA if your income is… over $191,000 married, filing jointly […]