Resource Center


An informed decision is the best decision with any financial situation.

Brochures and White Papers

Over the years, A&I Financial Services experts have written a number of white papers to address a range of issues, including:

Solid Answers to Common Financial Questions

Click here to read helpful articles written by various experts on topics including:

  • Am I prepared for long-term care expenses?
  • History of the federal estate tax.
  • What is the estate tax?
  • What is the gift tax?
  • How much money can I put into my IRA or employer-sponsored retirement plan?
  • What is a required minimum distribution (RMD)?
  • What are the tax benefits of charitable trusts?
  • When must taxes be paid on IRA and employer-sponsored retirement funds?
  • What happens if I withdraw money from my tax-deferred investments before age 59½?
  • What is the most tax-efficient way to take a distribution from a retirement plan?

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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