Financial Education Videos & Downloads | Strategic Wealth Advisor Team

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Strategic Wealth Advisor Team

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Charitable Gifting

Charitable Gifting

This video covers the potential tax advantages of donating appreciated assets and using Qualified Charitable Distributions to satisfy RMD requirements.

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Traditional vs Roth IRAs

Traditional vs Roth IRAs

Learn about the key differences between the two most common types of individual retirement accounts (IRAs): Traditional IRAs and Roth IRAs. (2:32)

Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Strategies to reduce investment risk

Strategies to reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time. (2:48)

Confident Retirement conversation guide for wealth builders

This interactive brochure helps clients evaluate their current financial situation and prepare for the future.

Elements of an effective estate strategy

Use this guide to help you navigate the important elements of an effective estate strategy.

Understanding Medicare

If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.

Ameriprise Financial wellness flyer

Highlight that your practice offers a complimentary financial education program for local businesses.

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.

Data summary sheet – interactive version

This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.

Ameriprise story fact sheet

See how Ameriprise combines personalized advice, top rated service and over 130 years of experience to help clients achieve their goals.