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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.
    • 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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    • Close is Not Enough When It Comes to the 10% Penalty

      A well-known quote attributed to baseball great, Frank Robinson, says “Close doesn't count in baseball. Close only counts in horseshoes and hand grenades.” In a recent Tax Court Case, David D. Pritchard et ux. v. Commissioner; T.C. Memo. 2017-136 (July 10, 2017),the Court found the exceptions to the 10% penalty for early distributions from retirement accounts to be more like baseball than [...]

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      Is There a Way Around the 10% Early Distribution Penalty? This Week’s Q&A

      This week's Slott Report Mailbag looks into the one-rollover-per-year rule, RMDs and the 10% early distribution penalty. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: A couple months ago I took my RMD from a New York bank and deposited it into a savings account in Florida where I live. In the [...]

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      Say Goodbye to the myRA Account

      On July 28, the Treasury Department announced that it was ending the myRA program. The Department issued a very brief statement saying that as part of the Administration’s effort to assess existing programs and promote a more effective government it was determined that this program was not “cost effective” due to its low enrollment. The myRA program was introduced during the Obama [...]

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    • How to Find Serenity Despite Retirement Uncertainty

      “How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial situation, Julie never, ever feels fine about the finance part. Julie, there is one thing I want you to know. You. Are. Not. Alone. I’ve traveled all [...]

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      Putting Strings on What You Leave Your Children

      How to protect beneficiaries from themselves. Billionaire Warren Buffett was famously quoted as saying that when it came to leaving your children money, the sweet spot is “enough money so that they would feel they could do anything, but not so much that they could do nothing.” Few of us need to worry about leaving our kids so much that they could comfortably choose to do nothing. But many [...]

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      3 SIMPLE WAYS TO SAVE FOR RETIREMENT

      Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better than going out to dinner with your family or significant other after a long and stressful week at [...]

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