Wednesday, September 25, 2019 from 5:30 PM to 7:00 PM CDT
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Hackney's on Lake
1514 E. Lake Ave
Glenview, IL 60025

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Nancy Ortiz 
Alliant Retirement and Investment Services 



IRA Planning:

Strategies to Help You Get More Out of Your IRA

Are these familiar questions? 

  • What type of retirement account is right for me?
  • When do I need to take withdrawals and how much do I have to take?
  • How are my IRA withdrawals taxed?
  • How does my IRA fit into my overall plan?
  • What happens to my IRA when I die?

Join us to learn about: 

  • How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans
  • 3 common required minimum distribution mistakes
  • 6 distribution options for when you retire
  • Rules related to IRAs and Roth IRAs

Friends and Family are welcome to attend!

Reservations are required. 48-hour notice in the event of cancellation is appreciated.  We look forward to seeing you there! 


Presented by:

Thomas A. Davia, CFP

Financial Consultant - Alliant Retirement and Investment Services



Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Alliant Credit Union and Alliant Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The financial consultants of Alliant Retirement and Investment Services are registered representatives of LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.