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  • Weekly Market Commentary
  • A Well-Rounded Financial Plan Starts With the Whole Picture
  • Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag
  • Spousal IRA Contributions
  • Inherited Roth IRAs and Successor Beneficiaries
  • Weekly Market Commentary
  • Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
  • SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
  • How Your RMD Statement Can Help You
  • Weekly Market Commentary
  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag
  • 2026: Here We Go Again!
  • 2026: Here We Go Again!
  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Weekly Market Commentary
  • Why Annuities Can Be a Great Fit Heading Into 2026
  • Best of the 2025 Slott Report

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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

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