Retirement & Ownership Transition

Planning for retirement and future ownership transition are vital strategies for managing your finances and your future. Our retirement products give you access to experts who can develop a custom plan for yourself or your firm and advise on planning for the potential future shortfall in Social Security, longer life expectancies, and the effects of inflation and taxation. AIA Trust can also help with integrating ownership transition and leadership succession planning into your firm’s strategic planning.

Retirement planning

The AIA Trust offers a wide variety of retirement plans, tools, and resources for members, whether you are a sole practitioner or running a much larger firm, and variable employee-employer contribution approaches are available. Plans are also available to AIA chapters and staff.

Retirement Plans

Design a retirement plan with a full range of investment options that can help your firm meet its goals and offer incentives that attract and retain employees.

Retirement & Financial Planning Tools

Financial Planning Guide

Retirement calculator

Planning ahead

It’s never too early to start planning. AIA Trust can help you strategically plan the future of your firm on topics ranging from financial planning to leadership development, firm valuation, mergers & acquisitions, and tail insurance.

Key Person Term Life Insurance

Selling, Merging, or Closing Your Practice

Extended Reporting Periods: What Are They and Why Do You Need Them?

Firm Valuation Service Providers

Getting Started

Sometimes the hardest part is just getting started. These short articles reinforce the easy and important steps you can take now to create a more secure future for yourself and for your firm.