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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

  • Weekly Market Commentary
  • Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
  • The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
  • Top 10 RMD Mistakes
  • 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

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American Financial Insurance Services

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

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