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    • Weekly Market Commentary
    • The Retirement Expenses You Won’t Find in Your Monthly Budget
    • IRA Beneficiaries and the Roth IRA Five-Year Rule: Today’s Slott Report Mailbag
    • Correcting an Excess IRA Contribution After the October 15 Deadline
    • Beneficiary RMDs: Calculation Basics
    • Weekly Market Commentary
    • Health Savings Accounts and IRA Rollovers: Today’s Slott Report Mailbag
    • You’ve Built a Financial Future. Have You Protected It?
    • The Same-Property Rollover Rule Gets No Respect
    • 5 Things to Know About HSAs at Age 65
    • Weekly Market Commentary
    • Can My Terminally-Ill Client Qualify For a Penalty-Free IRA Withdrawal?: Today’s Slott Report Mailbag
    • The Retirement Paycheck Problem: You’ve Saved for 30 Years. Now What?
    • Top 10 RMD Mistakes
    • Weekly Market Commentary
    • Inherited IRAs and Roth IRA Portability: Today’s Slott Report Mailbag
    • Has Your Financial Plan Kept Up With Your Life? A Fall Checkup Before Year-End
    • Can I “Borrow” From My IRA?
    • 72(t) On a Roth IRA?
    • Weekly Market Commentary

    Address

    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