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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

  • 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
  • Retirement Planning in 2026: Building Confidence for the Years Ahead
  • The “Required Beginning Date” vs. “First RMD Year” Confusion
  • New “Trump IRA” Is Fake News
  • Weekly Market Commentary
  • Understanding Medicare Part D Changes in 2026: What Beneficiaries Need to Know
  • The Net Unrealized Appreciation Strategy and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • The Net Unrealized Appreciation Strategy and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Understanding Fixed Indexed Annuities: Balancing Growth Potential and Protection
  • Reporting a Recharacterization
  • A Cheat Sheet for Retirement Account Beneficiary RMD
  • Weekly Market Commentary
  • Required Minimum Distributions and Inherited IRAs Prior to 2020: Today’s Slott Report Mailbag
  • Why Retirement Planning Should Start Earlier Than Most People Think
  • The Once-Per-Year Rollover Rule: Multiple Deposits vs. Multiple Distributions
  • The Simultaneous QCD/RMD Transaction

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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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