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Monthly Market Review and Outlook

Educational Videos

Schedule your Appointment with Us Today!

Monthly Market Review and Outlook

Educational Videos

Videos

Annuity Educational Videos

Life Insurance Educational Videos

Retirement Educational Videos

Ed Slott Educational Videos

  • The Tricky Still-Working Exception – After Death
  • Retirement Planning in 2026: How to Prepare for a New Era of Retirement
  • The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • When Can I Take an In-Service Withdrawal from My 401(k)?
  • 5 Times When You Should Not Name Your Spouse as Beneficiary
  • Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)
  • Penalty-Free Withdrawals of Roth Conversions and the First RMD Year: Today’s Slott Report Mailbag
  • IRAs and 401(k) Plans: Different Rules, Different Worlds
  • 8 Questions Answered About the New Mandatory Roth Catch-Up Rule
  • Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
  • Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag
  • New Code Y is Optional for 2025 QCDs
  • Eligible Designated Beneficiary Trivia
  • Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag
  • Why Life Insurance Belongs in Your Retirement Plan
  • Why the Once-Per-Year Rollover Rule Is Often Misapplied
  • IRA Trick or Treat
  • Weekly Market Commentary
  • QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
  • Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement

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American Financial Insurance Services

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

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