/

    • A FEW WORDS ABOUT US

      We here at Leonetti Insurance & Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    •

      Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

      Read More

      Farmers Inurance

      Farmers Inurance

      Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

      Read More

    •

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

      Read More

      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

      Read More

    •

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

    • HAPPY THANKSGIVING! WE ARE THANKFUL FOR THESE 5 IRA RULES

      November 19, 2018

      By Sarah Brenner, JD IRA Analyst Thanksgiving is only a few days away. This is a time when we gather together and express our gratitude for all the good things in our lives. When it comes to our retirement accounts, we too often complain about the negatives, such as the restrictions that are not logical and the complicated and confusing rules. To celebrate Thanksgiving, let’s change it up [...]

      Read more

      401(K) AND IRA RMDS: TODAY'S SLOTT REPORT MAILBAG

      November 15, 2018

      By Andy Ives, CFP®, AIF® IRA Analyst Question: I am 70 ½ and still working in 2018.  If I work part time (still employed) in 2019, can I delay my 401K RMD until 2020? Best regards, Will Answer: Will, If you are still employed by the company that is offering the 401(k) in 2019, and if you do not own 5% or more of that company, then yes, you can delay your RMD from that [...]

      Read more

      RETIREMENT ENHANCEMENT AND SAVINGS ACT OF 2018 - RESA

      November 14, 2018

      By Andy Ives, CFP®, AIF® IRA Analyst There is a 131-page bill currently working its way through the U.S. legislature. The proposal would amend the Internal Revenue Code and encourage retirement savings. While the “Retirement Enhancement and Savings Act of 2018,” or RESA, still needs to make it through Congress – potentially before year end – it has strong tailwinds. RESA [...]

      Read more

      1 of page 93

    • 7 Surprising Ways Retirement Will Change Your Life

      November 17, 2018

      YOU CAN PLAN FOR IT, dream about it and try to visualize it, but there's no way to tell for sure what retirement will be like for you until after you've actually pulled the trigger and left the job. As you contemplate this major life change, remember to prepare for these potential retirement surprises. The luxury of time. Initially, many retirees keep on doing what they've always [...]

      Read more

      ‘Safer’ harbor for annuities can help fix retirement woes

      November 8, 2018

      Americans are living longer into retirement, but the financial solutions needed to support them have not kept pace with their needs. With a number of bipartisan proposals currently under consideration, the U.S. Congress has the opportunity to take significant steps toward solving these retirement challenges, including ensuring more Americans have access to tools that will guard them against [...]

      Read more

      Did You Let Retirement Scare You Off This Halloween?

      November 4, 2018

      Halloween might get less scary as we age, but there are a lot of frightening aspects of retirement in 2018. In fact, recent data on the state of America’s workforce shows just how underprepared for retirement many Americans are. While running out of money, drastic lifestyle changes, and the cost of healthcare are among Americans’ greatest retirement fears, here are some figures on where [...]

      Read more

      1 of page 34