Where
This is an online event.Contact
Nancy Ortiz
Alliant Retirement and Investment Services
773-462-2380
investment-services@alliantcreditunion.com
The Good, the Bad and the Ugly: Annuities
Annuities: what are they and who would want one?
We’ve all heard certain misconceptions associated with annuity products. Join us for an objective view of the pros and cons, the different types that are available, some negative stereotypes associated with these products, and what questions to ask during a review if you have an existing annuity.
Presented by:
Thomas A. Davia, CFP®
Financial Consultant - Alliant Retirement and Investment Services
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:
Content in this presentation is for general information only and not intended to provide specific advice or recommendations for any individual. You should consult a financial professional to determine which investments may be appropriate for you. 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.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ˝ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.