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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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    • By Sarah Brenner, JD IRA Analyst The Setting Every Community Up For Retirement Enhancement (SECURE) Act recently passed the House of Representatives by a large margin. It is currently stalled in the Senate. This bill includes a multitude of provisions that would reshape retirement savings if passed. Buried deep within the proposed legislation is a provision that would do away with the stretch [...]

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      By Ian Berger, JD IRA Analyst Question: As I understand it, a contribution would be income tax free when sent directly from an IRA to a 501(c)(3) organization.  It is not clear to me if the distributions still will affect my MAGI that in turn will affect Medicare Part B IRMAA premiums. Jennifer Answer: Hi Jennifer, If your IRA distribution satisfies the conditions for a [...]

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      LESSENING THE HARDSHIP

      August 7, 2019

      By Ian Berger, JD IRA Analyst Participating in a company plan, like a 401(k) or 403(b) plan, is a great way to save for retirement. But to make sure that employees don’t use those plans as checking accounts, Congress has imposed limits on when you can withdraw your funds. Generally, you can’t receive a distribution until severance from employment, disability or death. Most plans also allow[...]

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    • BRINGING BALANCE TO YOUR RETIREMENT PORTFOLIO

      BRINGING BALANCE TO YOUR RETIREMENT PORTFOLIO In our hectic lives, balance is something many of us strive to achieve. From work-life balance to finding balance in your yoga class, we’re all looking for a little more of it. In terms of planning for the future, have you thought about ways to balance your retirement portfolio? These 3 practical tips will make sure you’re not putting all your [...]

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      Offer FIAs to take advantage of retirement income opportunities

      Offer FIAs to take advantage of retirement income opportunities   Gen X designate more than $25 trillion in financial assets for retirement income. This is roughly double the amount today. Jafor Iqbal, assistant vice president of the Secure Retirement Institute and author of “The Retirement Income Reference Book 2015,” identifies three significant opportunities in the retirement [...]

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      RETIREMENT SAVINGS RESOLUTIONS FOR THE NEW YEAR

      RETIREMENT SAVINGS RESOLUTIONS FOR THE NEW YEAR   While getting your health into shape tops many Americans’ New Year’s resolution list, getting your finances in shape should be another goal you make in the New Year.  Why is this so important? A recent study  showed that nearly 40 percent of Americans don’t have any retirement savings.  That’s a big deal. This year, consider [...]

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