Three Tax Issues in Retirement 

How the current environment may amplify those issues

As you move toward retirement and your retirement savings increase in value, certain situations could result in unexpected taxes. This could potentially mean less money for retirement income and/or your survivors.

Join our webinar to discuss these situations: how to help you be more tax-sensitive, and to help you keep more of your money.

Hosted by:

Thomas A. Davia, CFP^®

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

Presented by:

Waldean Wall

Vice President - Advanced Markets and Solutions - Allianz Life

As vice president of Advanced Markets for Allianz Life, Waldean Wall is responsible for assisting the company’s financial professionals and their clients with financial, estate and retirement-planning goals.  Prior to joining Allianz Life in 2002, Wall was a leaders-level advisor and advanced markets trainer at New England Financial. 

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:

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. Neither LPL Financial, nor its registered representatives, offer tax or legal advice.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

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