The Tax Journey: Planning from Retirement Savings to Wealth Transfer

Taxes don't stop at filing season. They can affect saving, investing, retirement income, and wealth transfer decisions throughout life. Join us for an educational webinar exploring tax considerations during the accumulation, retirement, and wealth transfer stages. We'll discuss retirement income, account taxation, Social Security and Medicare considerations, and beneficiary planning to help you better understand the tax journey.

Virtual location

You will receive a confirmation email with a URL.

Thursday, February 18, 2027 12:00pm CT

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Presented by:

The Financial Consultants of

Alliant Retirement and Investment Services

More about us

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