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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

  • 530A Trump Accounts: The Compounding Mathematical Facts
  • Life Insurance in 2026: It’s More Than a Death Benefit
  • Not Child’s Play: How the “Kiddie Tax” Works
  • Weekly Market Commentary
  • Does the Five-Year Holding Period Pertain to Me?: Today’s Slott Report Mailbag
  • How a Fixed Indexed Annuity Can Work for You in 2026
  • What You Need to Know About the Still-Working Exception
  • QCD Code Y: Optional Again in 2026
  • Weekly Market Commentary
  • Can You Recharacterize a Roth Conversion to Avoid IRMAA?: Today’s Slott Report Mailbag Thursday, July 16, 2026
  • How Plan Loans Work
  • The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan
  • The Ghost-Life Rule Explained
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  • The Pro-Rata Rule and the Still-Working Exception: Today’s Slott Report Mailbag
  • Why Financial Confidence Starts With a Plan, Not a Product
  • Trump Accounts: Weird Stuff Keeps Happening
  • Treasury Announces Initial Trump Account Investment Options
  • Weekly Market Commentary
  • The Pro-Rata Rule and Non-U.S. Citizen Beneficiaries: 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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