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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

  • Form 8606 and the Pro-Rata Rule: Not the End of the World
  • The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It
  • Accessing 401(k) Funds While You’re Still Working
  • Weekly Market Commentary
  • Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
  • Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
  • 3 IRA Tax Breaks for Same-Sex Couples
  • Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility
  • Weekly Market Commentary
  • The Once-Per-Year IRA Rollover Rule and 529-to-Roth Transfers: Today’s Slott Report Mailbag
  • Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On
  • What in the World is Modified Adjusted Income (MAGI), and Why Does It Matter?
  • Weekly Market Commentary
  • Kitchen Remodeling Trends That Add Value, Functionality, and Style to Your Home
  • Five Things to Know about the Five-Year Rule on Converted Roth Funds
  • Combining Retirement Accounts and Roth Conversions: Today’s Slott Report Mailbag
  • 7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them
  • 529-to-Roth: Still No News on 15-Year Clock
  • Weekly Market Commentary
  • 401(k) Rollovers and Spousal Contributions: Today’s Slott Report Mailbag

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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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