New Baby? New House? Did You Protect Your Estate? Is Your Benefit Plan Compliant? Complete Family Protection
 

Employee Benefits

 

Individual Policy

 

Business Solutions

 

Wealth Protection

BUSINESS OWNER ALERT - OFFERING BENEFITS? YOU NEED WRAP DOCUMENTS TO AVOID A FINE!

IF YOU HAVE EVEN ONE W-2 EMPLOYEE YOU MUST HAVE A RETIREMENT PLAN. Maryland Saves regulation and penalties apply. 

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

Contact Us

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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Forecast

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

 

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

View all articles arrow

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow