Resource Center

wealth building resources denver englewood

Wealth building requires making a series of informed decisions. Discover proprietary resources we've developed over our 30+ years of experience.

Case Studies and White Papers

Over the years, A&I Financial Services experts have written a number of papers addressing a range of investment advice, including:

Solid Answers to Common Financial Questions

Helpful articles written by our experts on financial planning, 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?