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Aug 22, 2024

  • Weekly Market Commentary
  • Fixed Indexed Annuities in 2026: A Smarter Way to Balance Growth and Protection in Your Retirement Portfolio
  • Qualified Charitable Distributions and Inherited IRAs: Today’s Slott Report Mailbag
  • The Wonderful, Magical Form 5498
  • IRS Addresses Unanswered Questions About Trump Accounts
  • Weekly Market Commentary
  • Retirement Planning in 2026: Why Annuities Deserve a Serious Look
  • First-Time Required Minimum Distributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • New IRS Guidance on Trump Accounts Is Released
  • Yes, RMDs Apply to Inherited Roth IRAs, But…
  • Weekly Market Commentary
  • Safe Money Options Heading Into 2026
  • Stretch RMDs and Roth Conversions: Today’s Slott Report Mailbag
  • The Crazy-Complicated 2026 SIMPLE IRA Plan Elective Deferral Limits
  • Who Needs to Take a 2025 RMD?
  • Weekly Market Commentary
  • The Slott Report Gives Thanks
  • Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
  • IRA and Retirement Plan Dollar Limits Increased for 2026
  • Weekly Market Commentary

Address

American Financial Insurance Services

74399 Hwy. 111, Suite D
Palm Desert, CA 92260

Office Hours:
Monday – Friday: 9:00 AM – 5:00 PM
Sat: Closed
Sun: Closed

Contact Information

Contact Number: (760) 568-9090

Fax Number: (760) 568-9696

info@afisnow.com

CA License #0D60837

NV License #15982

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