When

Wednesday, September 30, 2020 from 2:00 PM to 3:00 PM CDT
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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

Presented by:

Thomas A. Davia, CFP

Financial Consultant - Alliant Retirement and Investment Services

    

Learn more about Tom

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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: