/
    • 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

    • This Week's Q&A: Converting a Pre-Tax IRA to a Roth and More

      This Week's Q&A: Converting a Pre-Tax IRA to a Roth and More This week's Slott Report Mailbag looks into converting and contributing to different IRAs, 401(k)s, and RMDs.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. You can find one in your area here. Question: Three part question: In December [...]

      Read more

      Roth IRA Recharacterizations: 11 Things You Need to Know at Tax Time

      Roth IRA Recharacterizations: 11 Things You Need to Know at Tax Time 1. It is not too late to recharacterize a Roth IRA conversion done in 2016. 2. Only funds actually distributed from an IRA or employer plan in 2016 will count as a 2016 Roth conversion. 3. A recharacterization of a 2016 Roth IRA conversion can be done up to October 16th, 2017 even if you have already filed your 2016 income[...]

      Read more

      What You Should Know Before You Name an HSA Beneficiary

      What You Should Know Before You Name an HSA Beneficiary If you have an HSA, you will want to give some thought to what will happen to this account after your death. The rules are a little tricky and careful planning is important to minimize the tax bite. HSA Beneficiaries You should name a beneficiary for your HSA, just as you would for your IRA or company retirement plan. After your death,[...]

      Read more

      86 of page 100

    • Annuities are getting more and more popular among seniors, and for good reason. Annuities are not right for everyone but are a real blessing for many seniors. Annuities are a popular choice for investors who want to receive a steady stream of income in retirement. The income you receive from an annuity can be distributed monthly, quarterly, annually or even in a lump sum payment. A [...]

      Read more

      If you work while collecting Social Security benefits, you can get hit with hefty benefit reductions. Here are the earnings limits for this year. Can you work and collect Social Security at the same time? The short answer is yes, it's possible. However, if you haven't reached your full retirement age, the Social Security earnings test could cause the Social Security Administration (SSA) to [...]

      Read more

      Sarah O'Brien While some people might have been saving and planning for decades for retirement, others might not have given much thought to their life after full-time work. If you plan to continue working in some capacity, keep in mind the effect it could have on your Social Security benefits if you tap them before your government-determined full retirement age of about 66 or 67. Make [...]

      Read more

      1 of page 37