When

Wednesday, October 13, 2021 from 6:00 PM to 7:00 PM CDT
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Where

This is an online event. 
 

 
 

Contact

Nancy Ortiz 
Alliant Retirement and Investment Services 
773-462-8822 
investment-services@alliantcreditunion.com
 

Roth IRA Conversions:

An effective retirement tax strategy

A Roth IRA conversion may be an important tax-planning tool especially as you near retirement. 

Recent legislation and the growing necessity to personally fund retirement means you should be aware of potential tax issues in the future. This seminar will help you: 

  • Learn why you may want to consider some of the benefits of a Roth IRA conversion 
  • Understand how a conversion may help you keep more of your retirement money 
  • Gain insight as to when a conversion may be appropriate for your own situation

Hosted by:

Thomas A. Davia, CFP

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

Guest Speaker: :

Waldean Wall

Vice President, Advanced Markets and Solutions - Allianz Life

 

As vice president of Advanced Markets for Allianz Life, Waldean Wall is responsible for assisting the company’s financial professionals and their clients with financial, estate and retirement-planning goals.  Prior to joining Allianz Life in 2002, Wall was a leaders-level advisor and advanced markets trainer at New England Financial. 

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:

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.

Alliant Retirement and Investment Services, Allianz Life, and LPL Financial are all separate entities.