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!

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

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What’s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

View all videos arrow