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    • Tax Withholding from a Qualified Charitable Distribution (QCD) and from a Roth Conversion: Today’s Slott Report Mailbag
    • Last-Minute Tax Moves Before April 15: IRA, HSA, and Retirement Planning Tips
    • No Joke – Today is a Required Beginning Date!
    • Weekly Market Commentary
    • 8 Rules to Help Navigate the Multiple Plan Contribution Limits
    • Eligible Designated Beneficiaries and Roth Conversions: Today’s Slott Report Mailbag
    • Building a Stronger Financial Future with the Right Guidance
    • 5 Things You Need to Know about the Roth IRA Five-Year Rules
    • Young Spouse, Spousal Rollover, Year-of-Death RMD…and a Penalty?
    • Weekly Market Commentary
    • Roth 5-Year Clocks and Spousal IRA Contributions: Today’s Slott Report Mailbag
    • Why Financial and Insurance Planning Should Work Together
    • Moving the Clocks Ahead and Reviewing the Roth IRA 5-Year Clocks
    • 5 Reasons to Roll Over Your Retirement Funds to an IRA
    • Weekly Market Commentary
    • Qualified Charitable Distributions and Roth IRA 5-Year Rules: Today’s Slott Report Mailbag
    • Understanding Annuities: Turning Retirement Savings Into Reliable Income
    • Fatal Error: Mistakes That Cannot Be Fixed – Part 2
    • Act Quickly to Avoid Double Taxation on Excess 401(k) Deferrals
    • Weekly Market Commentary

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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