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    • A Well-Rounded Financial Plan Starts With the Whole Picture
    • Eligible Designated Beneficiaries and Roth IRA Contributions: Today’s Slott Report Mailbag
    • Spousal IRA Contributions
    • Inherited Roth IRAs and Successor Beneficiaries
    • Weekly Market Commentary
    • Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
    • SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
    • Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
    • How Your RMD Statement Can Help You
    • Weekly Market Commentary
    • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
    • Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag
    • 2026: Here We Go Again!
    • 2026: Here We Go Again!
    • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
    • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
    • Weekly Market Commentary
    • Why Annuities Can Be a Great Fit Heading Into 2026
    • Best of the 2025 Slott Report
    • Grinch Gifts: Penalties and Missed Opportunities

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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