Please join us for an educational online workshop that may help you learn how you might be able to improve your tax picture in retirement. Michael Alimo from USA Financial and Tax
Services returns to Wilton Library with a fact-filled presentation.
Taxes have been a concern for many Americans for decades now. With rising deficits and 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”: but what is that asset 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 to 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.
will have two presentations of the same program: noon and 5pm. Online
registration required to receive the Zoom session invitation link.
Questions: email firstname.lastname@example.org.
30 years ago working for various Wall Street brokerage firms, veteran
financial advisor Michael Alimo (Investment Advisor Representative,
ChFEBC) have been devoted to serving clientele in CT and the New England
region for 18 years at his USA Financial & Tax Services, LLC. With a
focus on retirement planning and risk management, his services
portfolio includes: comprehensive financial planning; investment and
portfolio management; wealth preservation and transfer strategies;
individual, business and estate tax planning; IRA and 401K rollovers;
educational funding; Insurance and Long-Term Care planning, as well as
tax preparation. In gratitude for many years of business and support
from clients and friends around the state, Michael remains committed to
giving back to the community via informational presentations and
educational workshops. He has hosted many seminars, speaking to groups
about a broad array of financial, investment and retirement topics.
Venues have included libraries, universities, churches and congregations
as well as many of the local town continuing education programs.