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

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 […]

Death and Taxes on Capital Gains – Kiplinger’s Personal Finance

Death and Taxes on Capital Gains – Kiplinger’s Personal Finance – 02/24/14 Did you inherit stock or real estate? Kiplinger’s Kevin McCormally explains the tax implications. Click Here for Your Long Term Care Insurance Quotes

Biggest IRS Tax Audit Red Flags – Kiplinger’s Personal Finance

Biggest IRS Tax Audit Red Flags – Kiplinger’s Personal Finance – 02/20/14 Kiplinger’s Sandra Block offers tip on how to avoid drawing the attention of tax auditors. Click Here for Your Long Term Care Insurance Quotes

California Partnership for Long Term Care – Long Term Care University

Long Term Care University – Question of the Month – 02/15/14 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 California Partnership for Long Term Care is unique? The Problem – Limited […]

IRAs and Roth IRAs for 2013 and 2014 – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 5, 2014 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2014, can we still contribute to Individual Retirement Accounts for 2013? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2013 Assuming financial planning […]