Apr 04

Tax Planning Changes Through Four Stages of Retirement

Tax planning in retirement can be unexpectedly difficult.

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Join our next webinar to learn how to create a retirement tax strategy.

Please note: this webinar starts at 11am MST / 12pm MDT / 1pm CDT and will last about an hour.

Virtual location

You will receive a confirmation email with a URL.

Apr 04, 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

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.