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    • Retirement Planning in 2026: How to Prepare for a New Era of Retirement
    • When Can I Take an In-Service Withdrawal from My 401(k)?
    • 5 Times When You Should Not Name Your Spouse as Beneficiary
    • Retirement Planning in 2026: A Practical Playbook (and How Annuities Can Help)
    • Penalty-Free Withdrawals of Roth Conversions and the First RMD Year: Today’s Slott Report Mailbag
    • IRAs and 401(k) Plans: Different Rules, Different Worlds
    • 8 Questions Answered About the New Mandatory Roth Catch-Up Rule
    • Retirement Planning Heading Into 2026: 7 Smart Moves For Clients Right Now
    • Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag
    • New Code Y is Optional for 2025 QCDs
    • Eligible Designated Beneficiary Trivia
    • Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag
    • Why Life Insurance Belongs in Your Retirement Plan
    • Why the Once-Per-Year Rollover Rule Is Often Misapplied
    • IRA Trick or Treat
    • Weekly Market Commentary
    • QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
    • Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
    • Good Reasons to Name a Trust as IRA Beneficiary
    • State Tax Treatment of 529-to-Roth IRA Rollovers

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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