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    • 5 Steps to Spring-Clean Your IRA
    • Weekly Market Commentary
    • Protecting Your Wealth Through Every Stage of Life
    • The Net Unrealized Appreciation (NUA) Strategy and Roth IRA Contribution Eligibility: Today’s Slott Report Mailbag
    • 6 Required Questions to Determine an IRA Beneficiary Payout Structure
    • How Will States Tax Trump Account Contributions?
    • Weekly Market Commentary
    • The Five-Year Rule and Rollovers to Employer Plans: Today’s Slott Report Mailbag
    • The Hidden Risk of “Waiting Too Long” to Get Your Financial House in Order
    • How an Excess IRA Contribution Can Happen to You
    • April 15: The Deadline for Some IRA Transaction, but Not All
    • Weekly Market Commentary
    • Non-Spouse Beneficiaries and Funding QCDS: Today’s Slott Report Mailbag
    • What Inflation Is Quietly Doing to Your Retirement Plan
    • The Strange RMD Rules for Ex-Spouses After a Divorce
    • Five Last-Minute Tips for 2025 IRA Contributions
    • Weekly Market Commentary
    • 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!

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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