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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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    • Are You Taking an RMD for the First Time in 2018?

      This week's Slott Report Mailbag examines inherited IRAs and retirees taking RMDs for the first time. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a client who has inherited a Roth IRA from her father. Unfortunately, her father did not live the full five years after rolling his IRA into a [...]

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      60-Day Rollovers and Multiple Checks

      We continuously get questions on 60-day rollovers. Many times those questions revolve around a client receiving more than one distribution or wanting to complete the 60-day rollover with more than one distribution. Here is what you need to know. As a reminder, the one-rollover-per-year rule only applies to IRA-to-IRA 60-day rollovers and to Roth IRA-to-Roth IRA 60-day rollovers. For purposes of[...]

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      10 Things to Know About the Still-Working Exception

      Are you approaching retirement age and not looking forward to being forced to take unwanted required minimum distributions (RMDs) from your retirement account? You may be looking for a way to delay those distributions. You may have heard about the “still-working” exception, which can allow RMDs to be put off. Will this exception help you? Here are 10 things you need to know. 1. The [...]

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    • Last week, the IALC launched its interactive game Master of Retirement. Shocking new data points, found from IALC surveys, power the game’s questions and demonstrate the need to offer approachable and light-hearted ways of boosting Americans’ confidence when it comes to saving for retirement. In the coming days, we will share tips to help you rise in the retirement ranks. Start by [...]

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      Working in Retirement: Fantasy or Reality?

      To work or not to work? That is the retirement planning question. Let's take a closer look at this modern-day riff on the famous line in Shakespeare's "Hamlet," where Prince Hamlet laments about life's unfairness but reflects that the alternative (not being alive) could be worse. Lately, many analysts and journalists have written about the necessity of older workers continuing to work in [...]

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      Retirement planning: 4 safe ways to boost income When your bucket list doesn't match your budget, these investing strategies may help

      Even retirees who do everything right can find themselves coming up short when it comes to affording some of the little luxuries they had planned for their remaining years. Just take a look at Mike and Judy, a hypothetical couple very similar to many retired couples, who saved and invested for decades in order to enjoy a secure yet stimulating retirement. Mike, 75, and [...]

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