USA Financial and Tax Services Program (NWL)

Program Type:

Lectures, Presentations, & Author Events

Age Group:

Adult
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Description

For most of our working lives we have been educated to invest in tax-deferred accounts. However is there a way to save on taxes now and improve the implications of taxes in retirement? With a high national debt and a historically low tax rate could this impact the value of my money in the future? During the workshop you will learn a few of the following concepts to consider.

 

- Are you better off with tax-deferred or tax favored investments in retirement?

- How are your investments taxed in retirement?

- What is the proper balance in my portfolio of tax-deferred, tax-favored & tax free investments?

- What are the tax favored investment vehicles and how to design them?

- Comparisons of tax-deferred vs. tax-free retirement scenarios that may surprise you.

- How are tax-deferred investments treated for required minimum distributions & transferred to my heirs?

 

Michael Alimo (Investment Advisor Representative; ChFEBC).  A 30 year industry veteran, for the past 17 years financial service advisor Alimo has served clientele around CT & New England at  his USA Financial & Tax Services, LLC.  Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars for groups at libraries, churches, and social organization about a variety of financial and planning topics.  

 

For parking information, please visit: http://bit.ly/libparking

This event held at the Noah Webster Library, 20 South Main Street, West Hartford.

Library Contact: Maura Beaudreault x6974