When

Tuesday, February 7, 2023 from 12:00 PM to 1:00 PM PST
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Where

This is an online event. 
 

 
 

Contact

Elizabeth Wendt 
Alliant Retirement and Investment Services 
773-462-8822 
investment-services@alliantcreditunion.com 

 

 

Life After Work: Create a Good Life in Retirement 

4 Income Strategies That Can Sustain Your Retirement Over the Next 30 Years

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. Join us for a webinar to learn the strategies that can help you protect and sustain your retirement income.

Together we’ll discuss: 

  • Why a retirement income plan is crucial
  • How to estimate your retirement income needs
  • Where to look for retirement income (6 sources)
  • How taxes could affect you in retirement
  • The pros & cons of the 4 most popular withdrawal methods

Presented by:

Stephen Seewer and Kevin Rucker

Financial Consultants - Alliant Retirement and Investment Services

        

Stephen Seewer and Kevin Rucker are registered representatives with, and 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:

Stephen Seewer: CA Insurance Lic# 0A82045, Kevin Rucker: CA Insurance Lic# 0L76223 

This information is not intended to be a substitute for specific individualized tax or legal advice.  Individual tax or legal matters should be discussed with your tax or legal professional.  

Please note that annuity products may be discussed during this presentation. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.