Videos and downloads

Downloadable resources

The Retirement 5-Year Window
Positioning your Final Working Years with Intention
2026 Key Numbers
2026 Key Numbers which contains the 2026 and 2025 tax rates, schedules, and limits.
Where Tax Complexity Emerges
Why Compensation and Tax Decisions Deserve Ongoing Coordination
Start Strong: Your 2026 Planning Guide
This guide offers a simple way to look across your financial life and identify where planning attention may be helpful in the year ahead. It’s not a to-do list, but a high-level review of what’s working and where a closer look could add value.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
Annual fixed income outlook
What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.