A Closer Look at Your Social Security Benefits 

Are you planning to take early retirement?

Or do you want to continue working until, or beyond, full retirement age?

Whatever your plans, this webinar will help you make informed decisions about your Social Security benefit options, and how much money you may need from other sources to supplement your retirement income. You’ll also find out about variable annuities, a retirement income strategy which may provide a stream of income that can help bridge any gaps.

Topics include:

• Maximizing Social Security income for you and your spouse
• Understanding the impact and potential costs of starting Social Security benefits before your full retirement age
• Strategies to help reduce taxation of Social Security benefits

This webinar is being provided for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.

Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value. 

Hosted by:

Thomas A. Davia, CFP®

Financial Consultant - Alliant Retirement and Investment Services

Special Guest:

Sonja V. Hayes

CLU Director, Advanced Planning Group - Prudential Annuities

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:

Alliant Retirement and Investment Services, Prudential, and LPL Financial are all separate entities.