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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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    • 5 Ways to Avoid the Time and Expense of Probate

      Death is inevitable. It comes for us all at one point or another. Some sooner than later, but none are able to escape its grasp. Whenever that time comes, your “stuff,” including your financial assets, generally live on, and are still essentially yours until they are legally transferred to another person or entity. That transference of assets can occur in any number of ways, but often includes[...]

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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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    • This Valentine’s Day, join the Indexed Annuity Leadership Council (IALC) in spreading the love for fixed indexed annuities (FIAs). With the ability to grow and protect your nest egg, FIAs could be the long-term relationship you have been looking for to ensure a steady income stream during retirement. Designed for the long run, FIAs won’t break your heart, as you work toward reaching your [...]

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      THE MISUNDERSTOOD FIA

      February 8, 2018

      In recent years, we have seen an uptick in the interest of fixed indexed annuities (FIAs), but there is still a great deal of misunderstandings about this retirement product – down to even its most basic principles. Let’s start with defining FIAs. These products are long-term retirement options purchased from an insurance company that guarantee principal protection, tax-deferred growth, and[...]

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      With President Trump signing the most sweeping overhaul of the U.S. tax reform system in more than twenty years, you may be questioning the future of your retirement planning portfolios. Even though no notable retirement plan provisions were included in the final tax bill, the IALC’s Executive Director Jim Poolman shares a valuable lesson from the debate in a new Forbes article. He explains [...]

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