Upcoming Tax Changes & The Effect On Your Retirement

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Program Type:

Lecture/Workshop

Age Group:

Adult
Registration for this event is no longer open.

Program Description

Description

THIS PROGRAM IS A VIRTUAL-ONLY EVENT. REGISTER BELOW BY LEAVING YOUR EMAIL ADDRESS TO RECEIVE LOGIN AND CALL-IN INSTRUCTIONS (SENT TO YOU ONE DAY BEFORE THE PROGRAM). 

Taxes have been a concern for many Americans for decades now. With rising deficits, debt on the federal, state, and municipality level where does that leave the taxpayer? As we head towards retirement most Americans have squirreled away a fair amount of assets “tax-deferred”, what are the assets truly worth? At this educational workshop, you will learn how taxes can change the outcome of your retirement. We will discuss current tax law, potential changes to tax law, and strategies to get as close to “tax-free” in retirement as you can. Samples of retirement analysis and strategies to transition to a more favored tax position with your savings and “tax-free” legacy concepts to consider. 

Join host Michael Alimo (IAR, FRC) president of U.S.A. Financial & Tax Services LLC.  A 30-year industry veteran, for the past 18 years financial service advisor Alimo has served clientele around CT & New England at his USA Financial & Tax Services, LLC.  Services include comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; business and estate tax planning.  Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars for groups at libraries, churches, and social organizations about a variety of financial and planning topics.