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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

  • A Different Fix: Excess IRA vs. 401(k) Plan Contributions
  • How the Vesting Rules Work for Company Retirement Plans
  • 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

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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

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Contact Number: (760) 568-9090

Fax Number: (760) 568-9696

info@afisnow.com

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