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Jan 10

How to Get Rollover Ready

As you near retirement, you have a number of decisions to make about what to do with your 401(k) savings. Join our next webinar to discover your rollover options and learn:
• 6 steps for prepping your 401(k) money for retirement
• 4 rollover distribution options to consider
• How to tax-effectively move company stock
• How to avoid the 11 biggest rollover blunders

Virtual location

You will receive a confirmation email with a URL.

Wednesday, January 10, 2024 12:00pm CT
Register
 
 

Presented by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services
About Tom
 

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

Photo by Skyler Ewing
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