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  • Weekly Market Commentary
  • Inherited IRAs and Roth IRA Portability: Today’s Slott Report Mailbag
  • Has Your Financial Plan Kept Up With Your Life? A Fall Checkup Before Year-End
  • Can I “Borrow” From My IRA?
  • 72(t) On a Roth IRA?
  • Weekly Market Commentary
  • 7 Year-End Financial Moves to Consider Before December 31
  • Qualified Charitable Distributions and the 10-Year Rule: Today’s Slott Report Mailbag
  • How the Once-Per-Year Rollover Rule Works and How to Avoid It
  • Three IRA Transactions You Must Do by October 15
  • Weekly Market Commentary
  • Do Inherited Roth IRA Beneficiaries Have RMDs?: Today’s Slott Report Mailbag
  • You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?
  • NUA: Average Cost Basis vs. Specific Identification
  • Weekly Market Commentary
  • Do We Use the Life Expectancy of the IRA Owner, or the Beneficiary to Calculate RMDs?: Today’s Slott Report Mailbag
  • Time is Running Out for Penalty-Free Correction of 2025 IRA Contributions
  • Could Your Retirement Plan Handle a Change of Plans?
  • Part 2: Who Should NOT Convert to a Roth IRA?
  • Weekly Market Commentary

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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

NV License #15982

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