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    • A FEW WORDS ABOUT US

      We here at All Faith 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.
    • 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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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • 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 [...]

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      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 [...]

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      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 [...]

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    • Do You Know When the Pro-Rata Rule Applies? This Week’s Q&A Mailbag

      This week's Slott Report Mailbag looks into direct rollovers, Notice 2014-54, the pro-rata rule and NUAs.  As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello, I have attended some of Ed’s seminars in the past and have a specific client question that I was hoping you can help me with. In [...]

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      Once-Per-Year Rollover Rule – The Exceptions to the Rule

      As with most IRA rules, there are exceptions to the once-per-year rollover rule. The rule applies to IRA-to-IRA and Roth IRA-to-Roth IRA 60-day rollovers. Just to be clear, an IRA rollover occurs when a check is issued by the IRA or Roth IRA custodian that is payable to the account owner. The following are the exceptions. Check Payable to the New Custodian When a check is issued that is [...]

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      Once-Per-Year Rollover Scenarios – What’s Ok and What’s NOT Ok

      The once-per-year IRA rollover rule sounds pretty easy to understand. You may only do one IRA-to-IRA (or Roth IRA-to-Roth IRA rollover) per year (365 days). However, there are many ways it can go wrong. Consider the following two scenarios. One involves multiple distributions and the other involves multiple rollover deposits. One is ok and the other is not. One Distribution and Multiple [...]

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