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    • Do Inherited Roth IRA Beneficiaries Have RMDs?: Today’s Slott Report Mailbag
    • You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?
    • NUA: Average Cost Basis vs. Specific Identification
    • Weekly Market Commentary
    • Do We Use the Life Expectancy of the IRA Owner, or the Beneficiary to Calculate RMDs?: Today’s Slott Report Mailbag
    • Time is Running Out for Penalty-Free Correction of 2025 IRA Contributions
    • Could Your Retirement Plan Handle a Change of Plans?
    • Part 2: Who Should NOT Convert to a Roth IRA?
    • Weekly Market Commentary
    • Can I Do a Conversion From the Inherited IRA Into the Inherited Roth IRA?: Today’s Slott Report Mailbag
    • The Four Risks That Can Quietly Undermine Your Retirement Plan
    • An Update on State Law Tax Treatment of Trump Accounts
    • Weekly Market Commentary
    • Tax-Efficient Retirement Planning: It’s Not Just What You Save—It’s What You Keep
    • Should My Daughter Continue Contributing to Her Son’s 529 Plan or Open Up a Trump Account?: Today’s Slott Report Mailbag
    • Qualified Disaster Distributions
    • Weekly Market Commentary
    • Can I Do a Roth Conversion With No Earned Income?: Today’s Slott Report Mailbag
    • The Retirement Expense Many Families Forget to Plan For
    • IRS Issues Guidance on Permissible Trump Account Investments

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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