/
    • 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

    • Mailbag Q&A: Early Distributions, Back-door Roth Conversions and More

      Mailbag Q&A: Early Distributions, Back-door Roth Conversions and More This week's Slott Report Mailbag looks into early distributions, back-door Roth conversions, and Roth IRAs. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: A tax payer lost his job in March. If he took an early distribution [...]

      Read more

      Things to Tell Your Tax Preparer During Tax Season

      Things to Tell Your Tax Preparer During Tax Season Any time you get a 1099-R for a retirement plan transaction, make sure you give it to your tax preparer. The IRS gets copies of your 1099-Rs, so they need to be included on your income tax return. They cannot be ignored, even if they are for a non-taxable transaction. How will your tax preparer know it is a non-taxable transaction? You have to [...]

      Read more

      How Cupid’s Arrow May Save Your Retirement Plan

      How Cupid’s Arrow May Save Your Retirement Plan Over $23 trillion sits in various types of retirement accounts across America, according to the Employee Benefit Research Institute. Even that figure may be low. Since 2011 when that figure was calculated, markets have increased and retirement savers have contributed even more to their plans, adding thousands of dollars to the average [...]

      Read more

      112 of page 124

    • Retirement is a stage in life that should be looked forward to and celebrated. But to get there, you have to plan accordingly. Like learning a new skill, planning for retirement is a long-term process that includes countless course corrections and practice along the way. It helps to not only have a clear goal in mind, but also to perform routine check-ups to make sure you’re on the right track.[...]

      Read more

      Take it from a professor who has spent the last 10 years focusing on the distribution phase of retirement, here are some lessons to live by. As a professor at The American College of Financial Services and the co-creator of the Retirement Income Certified Professional (RICP®) program, I’m often making lists of what I think everyone needs to know about planning for retirement. And, on a [...]

      Read more

      Fixed vs. variable annuities In a fixed annuity, the insurance company guarantees the principal and a minimum rate of interest. In other words, as long as the insurance company is financially sound, the money you have in a fixed annuity will grow and will not drop in value. The growth of the annuity’s value and/or the benefits paid may be fixed at a dollar amount or by an interest rate, or [...]

      Read more

      1 of page 45