Entries by Aaron Skloff, AIF, CFA, MBA
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 […]
Top 6 Most Frequently Asked Questions (FAQs) about the California Partnership for Long Term Care Video 2014
By Aaron Skloff, AIF, CFA, MBA Question 1. Will my CAPLTC policy pay for long term care both inside and outside of California? Answer 1. Yes. CAPLTC policies will pay for long term care both inside and outside of California. Question 2. After using up my CAPLTC policy’s benefits, will Medi-Cal pay for my long […]
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 […]
