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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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    • What Happens When Beneficiaries do Not Split the Inherited IRA?

      What Happens When Beneficiaries do Not Split the Inherited IRA? Generally, the goal when naming IRA beneficiaries is that they will stretch out their distributions on the inherited IRA for as long as possible. The tax code and regulations currently support this goal by stating that the stretch option is the default option. But, of course, there are certain rules that must be followed. The IRA [...]

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      Why You May Reconsider Naming Your Trust as Your IRA Beneficiary

      Why You May Reconsider Naming Your Trust as Your IRA Beneficiary IRAs have been around for decades. You may have had your IRA for years. Maybe many years ago, when you established your IRA, you named a trust as the beneficiary and haven’t thought a lot about it since. You likely spent both time and money drafting the trust and were careful to name the trust on your IRA beneficiary form. Here [...]

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      Imperative Q&A's involving Transfers, Rollovers, and Beneficiaries

      Imperative Q&A's involving Transfers, Rollovers, and Beneficiaries This week's Slott Report Mailbag looks into indirect and direct transfers, 60-day rollovers, trusts as a beneficiary, and 403(b)'s. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello, I am a public TV subscriber and [...]

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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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