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    • 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
    • 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

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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

    Contact Information

    Contact Number: (760) 568-9090

    Fax Number: (760) 568-9696

    info@afisnow.com

    CA License #0D60837

    NV License #15982

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    Copyright © 2022- | American Financial Insurance Services | 74399 Hwy. 111, Suite D Palm Desert, CA 92260 | PH: 760-568-9090