Aug 19

The Basics of IRA Beneficiary Planning

Planning for the future means making sure your IRA assets are passed on the way you intend. Join our upcoming webinar to learn the basics of IRA beneficiary planning, how inherited IRA distributions work, and what steps you can take now to help ensure a smooth, tax‑efficient transfer of your retirement assets—plus the most common beneficiary errors to avoid.

This webinar starts at 12pm Central / 10am Pacific and will last roughly an hour.

Virtual location

You will receive a confirmation email with a URL.

Aug 19, 2026 12:00pm CT

Add to Google · Outlook Web · Outlook Mobile · Yahoo · iCal

Presented by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

Financial professionals are registered reps 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:

Not Insured by NCUA or Any

Other Government Agency

Not Credit Union

Guaranteed

Not Credit Union Deposits

or Obligations

May Lose

Value

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.