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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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    • The 10% Penalty and Converted Funds - Five Things You Need to Know

      The Roth IRA rules can be complicated. One area that is especially complex is understanding how the 10% penalty applies to converted Roth IRA funds. Here are five things you need to know if you already have converted funds in your Roth IRA or if you are just trying to decide whether Roth conversion is the right strategy for you. 1. The 10% early distribution penalty is not assessed at the time [...]

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      America’s IRA Experts are in Las Vegas!

      Greetings Slott Report readers! This week, Ed and I are in Las Vegas for the first ever AICPA Engage Conference. Engage has taken some of the biggest (and in my humble opinion, best) AICPA conferences, such as the Advanced Personal Financial Planning Conference and the Advanced Estate Planning Conference, and merged them into one giant conference. As I write this, I haven’t even started [...]

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      This Week’s Q&A: Is Roth Conversion Right for Everyone?

      This week's Slott Report Mailbag looks at converting a traditional IRA to a Roth IRA, as well as making Roth contributions in the year of retirement.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have watched a few videos of Ed Slott speaking and he seems to be a big proponent of converting [...]

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    • A crystal ball into the stock market’s performance – wouldn’t that be useful! While predicting market performance to-a-t is not possible, you can help protect your savings by preparing for market uncertainty. Market Uncertainty Heightens This past December marked the worst decline for stocks since the financial crisis in 2008. This decline brought an uneasiness for pre-retirees. While [...]

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      Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year. Taxes in retirement are not exactly the same as when you’re working, but you will find some similarities. In retirement you are taxed on income the [...]

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      In case you didn't know, there is such a thing as a lifetime income club. Of course, it goes by another name: annuities. To an economist, an annuity is the most sensible way to provide safe income in retirement. In fact, economists spend more time researching why more Americans don’t buy annuities than they do estimating whether annuities are a sensible investment. Why are annuities [...]

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