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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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    • Q&A: Significant Concerns with Inherited IRAs, International Beneficiaries & More

      This week's Slott Report Mailbag looks into international beneficiary IRAs, tax free IRA withdrawals, and inherited IRAs.  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 question pertaining to if a IRA owner has taken part of their RMD but then dies before year end…..does that remainder [...]

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      Year-End Retirement Account Q & A

      Question: When is the last day to make a 2016 Roth IRA conversion? Answer: In order for a Roth IRA conversion to be considered a 2016 Roth conversion, the money must leave the distributing account by December 31, 2016. So if a distribution is made from a traditional IRA on December 31, 2016 and it doesn’t get into the Roth IRA until February 15, 2017, it’s still a 2016 Roth IRA conversion.[...]

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      2016 Year in Review for Retirement Accounts

      As 2016 draws to a close, and we get ready to ring in the new year, it’s a great time to look back. Here is a roundup of six of the big stories in the world of retirement accounts for 2016. 1.Qualified Charitable Distributions Become Permanent Qualified charitable distributions (QCDs) made headlines when Congress brought them back from the dead in late 2015. A QCD allows an IRA owner or [...]

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    • August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation mode and think more critically about the future. A spirit of learning is in the air, which makes things just a little brighter in anticipation. Of course, if your household doesn’t include school-age children, you can still take August as a time to [...]

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      Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs Here's a counterintuitive thought: Healthy clients are likely to have higher medical costs in retirement than their less-healthy counterparts. Why? Because they are likely to live longer than average, and health-care costs tend to increase at the end of life. A newly released [...]

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      America’s senior citizens have their backs to the wall financially a new study confirms. Professor John Pottow, a law professor at the University of Michigan, reports that the rate of United States (U.S.) seniors entering into bankruptcy is on the rise. Pottow’s study reveals that the U.S. recession has taken its toll on seniors. The number of seniors in bankruptcy already surpasses the [...]

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