Employee Benefits
Individual Policy
Business Solutions
Wealth Protection
BUSINESS OWNER ALERT - OFFERING BENEFITS? YOU NEED WRAP DOCUMENTS TO AVOID A FINE!
*****COVID-19 FFCRA and CARES Act Loan Advice HERE act NOW*****
https://ls-info.com/d/3HPkfV
The DOL - Department of Labor - has hired hundreds of new auditors to enforce the ERISA mandated guidelines set forth in the Affordable Care Act. You have 120 days to get your documents in order & disbursed to your employees to avoid a fine of $110/ PER DAY /PER EMPLOYEE. If your plan has been in place for years YOU ARE NOT EXEMPT! We can help you with the POP, SPD, 5500 & WRAP document that combines them all together. Attorney created and constantly updated as the laws change! We offer these whether we do your benefits or not. CALL TODAY! Do Not Wait!
Aist & Associates has been serving the community and businesses in Maryland, DC and Virginia for over 50 years! We partner with local businesses and treat them like family. We listen closely to your personal concerns, address your fears and worries and free you to concentrate on what's most important to you- your family.
Our team focuses on creative insurance and retirement solutions to protect your business and your family. EMPOWER YOUR FUTURE - TAKE ACTION NOW!
"Your Insurance & Retirement Partners Today, Tomorrow and the Next Generation."
--Aaron Aist
Managing Director
Download Our Free App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
View all articles 
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.