Contact
Nancy Ortiz
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
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!
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Presented by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are:
