(760) 568-9090 info@afisnow.com
  • Facebook
  • Google
  • Facebook
  • Google
  • CONTACT US TODAY!
American Financial Insurance Services
  • Home
  • About Us
  • Services
  • Workshops
  • Videos
  • BLOGS
Select Page

Foundations_New_Logo_shdow

  • A Loved One Died and Left You an Inheritance. Now What?
  • IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When You SHOULD Name a Trust as IRA Beneficiary
  • Fixing a Converted RMD…and the Tax Reporting
  • Weekly Market Commentary
  • Retirement age change 2025: What it means for your Social Security benefits
  • Roth Conversions and HSA Distributions: Today’s Slott Report Mailbag
  • Weekly Market Commentary
  • Inherited Roth IRAs and IRA Transfers: Today’s Slott Report Mailbag
  • Misconceptions About the Still-Working Exception
  • Backdoor Roth Conversions and IRA Losses: Today’s Slott Report Mailbag
  • 10 Things Retirees Should Stop Spending On Now
  • Taking Tax-Free Distributions from Your HSA
  • Self-Certification After 60 Days: 12 Reasons
  • Weekly Market Commentary
  • 10 Simple Financial Tasks You Can Tackle in an Hour
  • First RMD Year and Roth IRA 5-Year Period: Today’s Slott Report Mailbag
  • How the Compensation Limit Affects Retirement Plan Benefits
  • New Reporting for 2025 QCDs
  • 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

Office Map

  • Facebook
  • Google

Copyright © 2022- | American Financial Insurance Services | 74399 Hwy. 111, Suite D Palm Desert, CA 92260 | PH: 760-568-9090