Income Savvy: Turning Your Assets into Retirement Income

You’ve worked to build up your retirement assets.

Now with retirement in sight, it’s time to shift the focus from saving for retirement to creating the future you envision—with lasting lifetime income.

Join our webinar to help you make informed decisions about your retirement income, and help create a personalized income strategy.

Presented by: 

Bernell Baker

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:

There can be no guarantees or assurances that the strategies and techniques discussed are suitable for all investors, or that they all will yield positive outcomes. Investing involves risks that can include possible loss of principle. 

Please note that fixed and variable annuity products may be discussed at this event. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Variable annuities are subject to market risk and may lose value. 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 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.

Investors should consider the investment objectives, risks, charges and expenses of the variable annuity contract and sub-accounts carefully before investing. The prospectus and, if available, the summary prospectus contains this and other important information about the variable annuity contract and sub-accounts. You can obtain contract and sub-account prospectuses and summary prospectuses from your financial representative. Read prospectuses carefully before investing.