Author Archive for: f2819644
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 f2819644
Long Term Care University – Question of the Month – 03/15/14 Research 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 […]
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 […]
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 […]
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 […]
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 […]