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Mar 19

Making it Last: Retirement Income Strategies for Investors - Part 2

You spend a lifetime building a retirement nest egg, but once you retire—will it last?

Market uncertainty has many wondering how to convert their lifetime savings into lifetime income for retirement. Smart investors can use advanced strategies to help avoid what is often one of their biggest fears—running out of money in retirement.

Join our webinar to learn more about retirement income challenges you are likely to face, Social Security choices available to you, and tax-smart withdrawals that may allow you to extend your retirement income strategy and keep more of what you’ve saved.

Virtual location

You will receive a confirmation email with a URL.

Mar 19, 2024 02:00pm PT

Presented by:

Stephen Seewer and Kevin Rucker

Financial Consultants - Alliant Retirement and Investment Services

Stephen Seewer and Kevin Rucker are registered representatives 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

Stephen Seewer: CA Insurance Lic# 0A82045 Kevin Rucker: CA Insurance Lic# 0L76223

Investing involves risks including possible loss of principal. There is no assurance that the techniques and strategies discussed during this seminar are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.


Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.


This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.