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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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    • Questions about Your Inherited IRA? This Week’s Mailbag Q&A

      This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and NUAs. 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 about a spouse inheriting from her husband's "Qualified Annuity" upon his death. He was an NYPD police officer. She was the sole beneficiary at his death on [...]

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      Six Things to Know About the Year-End Account Balance Used for RMDs

      1. General Rule As a general rule, the account balance used for calculating required minimum distributions (RMDs) is the prior year-end account balance, with no adjustments. For example, if you are calculating an RMD for 2017 you would use the 2016 year-end account balance. If you are calculating a missed RMD for 2014, you would use the 2013 year-end account balance. If you have your first[...]

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      Do You Know When the Pro-Rata Rule Applies? This Week’s Q&A Mailbag

      This week's Slott Report Mailbag looks into direct rollovers, Notice 2014-54, the pro-rata rule and NUAs.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello, I have attended some of Ed’s seminars in the past and have a specific client question that I was hoping you can help me with. In [...]

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    • By Walter Updegrave People crave guaranteed income in retirement, but they cringe at the mention of the word “annuity.” That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. The appeal of lifetime income is clear in a recent study: Six in 10 people ages 55 and older place a high value on having [...]

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      This week was a full celebration of America’s workforce! Labor Day kicked off the festivities on Monday, September 3, recognizing the social and economic accomplishments of American workers. At the same time, National Payroll Week(NPW), September 3 – 7, celebrated America’s employees and the payroll professionals who pay them. To top off the festivities, NPW’s Money Matters National [...]

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      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 work. [...]

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