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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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    • 7 Ways the IRS Knows…

      7 Ways the IRS Knows… It’s not a good question to be asking, and it’s certainly not the right question to be asking, but one fairly common question asked by both advisors and clients is “How are they going to know?” The “they,” they’re referring to, is the IRS. For those that have ever wondered, here are the answers to seven common “How are they going to know” questions. [...]

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      The 10% Early Distribution Penalty Exceptions – Know the Rules

      The 10% Early Distribution Penalty Exceptions – Know the Rules This is a reminder that not all 10% early distribution penalty exceptions apply to all retirement plan distributions. Here are the three biggest mistakes that we see. Higher Education – From IRAs Only Retirement funds can be used to pay for higher education expenses, but only when those funds come from an IRA account. This [...]

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      Problems with the Once-Per-Year Rollover Rule? This Week’s Q&A

      Problems with the Once-Per-Year Rollover Rule? This Week’s Q&A This week's Slott Report Mailbag looks into 72(t) payments, CD-IRAs, and the once-per-year rollover rule. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a client who wants to take her 72(t) starting this month.  If we do our [...]

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    • 1 in 4 workers have less than $1,000 saved for retirement

      1 in 4 workers have less than $1,000 saved for retirement You're not alone if you have next to nothing saved for retirement. But that doesn't mean you're in good company. Almost one-quarter of workers said they and their spouse combined have less than $1,000 saved for retirement, according to a report from the Employee Benefit Research Institute. Nearly half of everyone surveyed said they had [...]

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      The power and pitfalls of retirement savers' illusions

      The power and pitfalls of retirement savers' illusions Study finds that the format in which information is presented affects an individual’s perception of wealth (or poverty) A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is that they could be under the “illusion of wealth” or, conversely, under the “illusion of [...]

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      10 misconceptions about saving for medical care in retirement

      10 misconceptions about saving for medical care in retirement Retirement isn’t the only thing workers have trouble saving for; the other big gap in planning is health care. According to a Voya Financial survey, Americans just aren’t ready to pay for the health care they might need in retirement. Their estimates of what they might need are low—when they estimate them at all, that is—and[...]

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