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

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      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.

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

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      Financial Services

      Financial Services

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

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

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      Insurance Services

      Insurance Services

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

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    • TAKING DISASTER RECOVERY FUNDS FROM RETIREMENT PLANS

      October 17, 2018

      By Beverly DeVeny IRA Analyst After Hurricanes Harvey, Irma and Maria in 2017, Congress passed special legislation allowing expanded access to retirement plan funds for individuals affected by those storms.  Congress also previously enacted that sort of legislation was for victims of Hurricane Katrina in 2005, victims of severe storms and tornadoes that struck the Midwest in 2008, and victims[...]

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      A NOT SO SIMPLE DISCUSSION ON SIMPLE IRAS

      October 15, 2018

      By Jeremy T. Rodriguez, JD IRA Analyst SIMPLE IRAs are popular retirement vehicles for small businesses. They are relatively cheap to adopt and are easy to understand and administer. However, that doesn’t mean problems do not arise. Routinely, we see issues involving ineligible plan sponsors, missed contributions, and late deposits. If you are thinking about adopting a SIMPLE IRA for your [...]

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      COMBINING INHERITED IRAS AND THEIR RMDS

      October 11, 2018

      By Beverly DeVeny IRA Analyst IRA owners can clearly combine the accounts they own and they can combine the required minimum distributions (RMDs) from multiple IRAs and take them from any one or combination of their IRAs. But what are the rules for inherited IRAs? An IRA owner cannot combine IRAs they own with IRAs that they have inherited, unless the inherited IRA came from their current [...]

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    • 5 Things To Consider When Building Your Retirement Financial Plan

      October 17, 2018

      October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down and the holidays fast approaching, you can look back on how you’ve done in 2018 and what you could do differently before the year [...]

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      Out With the $1 Million Goal for Retirement: What You Will Really Need

      October 11, 2018

      Think about your retirement dreams and realities to set a savings goal for the future. By Rachel Hartman, Contributor IN THE PAST, saving $1 million for retirement was considered a benchmark to help you enter retirement comfortably. But times have changed, and that figure may no longer be accurate. “Boomers and the subsequent generations are dealing with a different puzzle than their [...]

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      Teacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season

      October 3, 2018

      Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And, as educators across the country are participating in another back-to-school season, it is a good time to highlight how these individuals are looking toward their retirement future. From teachers to curators and archivists, our data on the reality of [...]

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