Long Term Care University – Question of the Month – 05/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (or Hybrid) Annuity and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Paying for Long Term Care Insurance, but […]
Click to Enlarge Combination Annuity Long Term Care Insurance with Inflation Protection By Aaron Skloff, AIF, CFA, MBA With a $100,000 one time premium, you gain: $63,894 refund of policy if you cancel, $63,894 death benefit or $745,059 tax free long term care benefit. Click Here for Your Long Term Care Insurance Quotes
Some Overlooked Retirement Perks for the Over-50 Set Most people over 50 years of age know about the “senior” discounts they can get on travel, restaurants and the like. But many don’t know that there are also investment perks for the over-50 set. WSJ’s Lindsay Gellman joins MoneyBeat with more details. Click Here for Your […]
Long Term Care University – Question of the Month – 04/15/14 Research By Aaron Skloff, AIF, CFA, MBA Q: What is the best age to buy Long Term Care Insurance? The Problem – Determining the Best Age to Buy Long Term Care Insurance Waiting to purchase technology gadgets can often be advantageous. For example, the […]
Taxes: Who Gets A Marriage Bonus and Who a Penalty Some couples get a “bonus” on their federal income taxes by virtue of being married. Other couples suffer a “penalty”. The amount can be significant. What are the deciding factors? WSJ’s Jason Bellini has #TheShortAnswer. Click Here for Your Long Term Care Insurance Quotes
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 […]
