/
    • 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

    • How to Increase Your Chances of Audit to 100%

      How to Increase Your Chances of Audit to 100% Congratulations! You’ve made it through yet another tax season. By now, you should have either filed your return or an extension. If you did the former, and actually filed your return, a three-year statute of limitations clock has begun to tick. This three-year period is generally the amount of time that the IRS has to examine your return via an [...]

      Read more

      Interesting Use of the QCD Strategy

      Interesting Use of the QCD Strategy Qualified Charitable Distributions (QCDs) are now a permanent part of the tax code. They allow individuals who are at least 70 ½ years old at the time of the transfer to directly transfer IRA funds to a qualifying charity. The individual gets no charitable deduction for these contributed funds, but, they do not have to include the funds in income. It is as if [...]

      Read more

      What Victims of Casualty Theft Need to Know: This Week’s Q&A

      What Victims of Casualty Theft Need to Know: This Week’s Q&A This week's Slott Report Mailbag looks into Casualty Theft, IRS rules, Medicare, and Roth conversions.As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello. It has been some time since I’ve reached out to Ed Slott and your website[...]

      Read more

      74 of page 91

    • October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down and the holidays fast approaching, you can look back on how you’ve done in 2018 and what you could do differently before the year [...]

      Read more

      Think about your retirement dreams and realities to set a savings goal for the future. By Rachel Hartman, Contributor IN THE PAST, saving $1 million for retirement was considered a benchmark to help you enter retirement comfortably. But times have changed, and that figure may no longer be accurate. “Boomers and the subsequent generations are dealing with a different puzzle than their [...]

      Read more

      Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And, as educators across the country are participating in another back-to-school season, it is a good time to highlight how these individuals are looking toward their retirement future. From teachers to curators and archivists, our data on the reality of [...]

      Read more

      1 of page 32