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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

  • Why Financial Confidence Starts With a Plan, Not a Product
  • Weekly Market Commentary
  • The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: Today’s Slott Report Mailbag
  • Why a Retirement Income Plan Matters More Than Your Investment Returns
  • IRS Provides Fix for Trump Account Gift Tax Issue
  • “The Law of the Plan is the Law of the Land”
  • Weekly Market Commentary
  • The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns
  • Required Minimum Distributions and Excess Contributions: Today’s Slott Report Mailbag
  • Breaking the Barriers to Access Your Retirement Plan Funds While Working
  • Trump Accounts Are Almost Here: What Parents Need to Know
  • Weekly Market Commentary
  • 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag
  • 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

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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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