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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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    • TRACKING BASIS WITH IRS FORM 8606

      October 22, 2018

      By Jeremy T. Rodriguez, JD IRA Analyst Like other accounts, distributions from IRAs of basis comes out tax-free. In this setting, basis would include both nondeductible IRA contributions and after-tax funds rolled over from company plans. While after-tax funds in an employer plan can be rolled over to a traditional IRA, it doesn’t occur very often since the release of IRS Notice 2014-54. [...]

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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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    • ‘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 [...]

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      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 [...]

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      Protect Your Financial Plan by Avoiding These Retirement Pitfalls

      October 26, 2018

      With just a few months left in the year, National Financial Planning Month is a great time to take charge of your retirement saving strategy. Some of the most important things you can do are to make sure you’re creating a diverse portfolio that will protect your principal from market swings and will provide for you for life. There are also common obstacles faced along the way, so make sure to [...]

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