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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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    • Inheriting an Inherited IRA

      What are the rules when you inherit an inherited IRA? We get this question frequently. Let’s consider what happens when using designated beneficiaries. Jim dies and names Mike as his beneficiary on the beneficiary form. Five years later Mike dies and has named Phyllis, who is a successor beneficiary, on the beneficiary form. Titling The IRS has some complicated rules for titling [...]

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      The 10% Penalty Exception Quiz

      Retirement plans are intended to be used for retirement. However, sometimes life gets in the way and you need to tap those funds early. Generally, when you take a distribution from your retirement plan prior to reaching age 59 1/2, you will be hit a with a 10% early distribution penalty. However, there are some exceptions to the penalty. Determining whether an exception applies can be tricky [...]

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      When You Want to Transfer 401(k) Funds from a Former Employer: This Week’s Q&A

      This week's Slott Report Mailbag looks into IRA contributions and rolling over 401(k) assets from former employers.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: My husband will turn 70 years old in 2018. He is still working. Is he allowed to make a contribution for the year 2018 to a [...]

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    • What’s on your loved one’s gift wish list? Are they asking for the latest technology? Fashionable apparel? A must-have toy? No matter the buzz-worthy item, what they may want consider is a gift that lasts a lifetime. Remember, it is just a matter of time before a new version of their favorite technology enters the market, a different clothing trend is seen everywhere, or a new toy makes the [...]

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      Fixed Indexed Annuities FAQ

      November 28, 2018

      Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an insurance company that says you will pay for the annuity in either a single lump sum or multiple payments over time. In return, the insurance company [...]

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      Coming to you from the Indexed Annuity Leadership Council (IALC) is a new recipe to add to your Thanksgiving menu. We all have our Thanksgiving favorites, from turkey to stuffing, to sweet potatoes, pumpkin pie, and more. But as you sit around your table reflecting on all you have to be thankful for, we encourage you to also think about your recipe for a happy retirement. Retirement brings [...]

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