Oct 31

IRA Planning: Strategies to Help You Get More Out of Your IRA

Have questions about your retirement accounts?

Join us for a webinar that discusses important questions about IRAs and withdrawals, and learn strategies to coordinate your IRA planning with your overall retirement plans.

Please note: this webinar starts at 11am MST/PDT (AZ and CA) / 12pm MDT (CO), and will last about an hour.

Virtual location

You will receive a confirmation email with a URL.

Oct 31, 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 advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.