Jan 11

The Good, The Bad and the Ugly: Annuities

Annuities: what are they and who would want one?

We’ve all heard certain misconceptions associated with annuity products. Join our webinar for an objective view of the pros and cons, the different types that are available, some negative stereotypes associated with these products, and what questions to ask during a review if you have an existing annuity.

Please note: this webinar starts at 12pm Mountain / 1pm Central and will last about an hour.

Virtual location

You will receive a confirmation email with a URL.

Jan 11, 2024 12:00pm MT

Presented by:

Malcolm Horn, CFP® and Kim Kennedy

Financial Consultants - Alliant Retirement and Investment Services

About Malcolm

About Kim

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

Content in this presentation is for general information only and not intended to provide specific advice or recommendations for any individual. You should consult a financial professional to determine which investments may be appropriate for you. 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.

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 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.