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CREATED:20210413T185458Z
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DESCRIPTION: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 \nServices returns to Wilton Library with a fact-filled presentation.\n\nTaxes 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.\n\n We\n will have two presentations of the same program: noon and 5pm. Online \nregistration required to receive the Zoom session invitation link. \nQuestions: email mbellacosa@wiltonlibrary.org.\n\nBeginning\n 30 years ago working for various Wall Street brokerage firms\, veteran \nfinancial advisor Michael Alimo (Investment Advisor Representative\, \nChFEBC) have been devoted to serving clientele in CT and the New England\n region for 18 years at his USA Financial &\; Tax Services\, LLC. With a\n focus on retirement planning and risk management\, his services \nportfolio includes: comprehensive financial planning\; investment and \nportfolio management\; wealth preservation and transfer strategies\; \nindividual\, business and estate tax planning\; IRA and 401K rollovers\; \neducational funding\; Insurance and Long-Term Care planning\, as well as \ntax preparation. In gratitude for many years of business and support \nfrom clients and friends around the state\, Michael remains committed to \ngiving back to the community via informational presentations and \neducational workshops. He has hosted many seminars\, speaking to groups \nabout a broad array of financial\, investment and retirement topics. \nVenues have included libraries\, universities\, churches and congregations\n as well as many of the local town continuing education programs.\nImage URL: https://s3.amazonaws.com/static.evanced.info/Customer/wiltonlibrary/TAXES_EE2D279B.JPG
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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 \nServices 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.
We\n will have two presentations of the same program: noon and 5pm. Online \nregistration required to receive the Zoom session invitation link. \nQuestions: email mbellacosa@wiltonlibrary.org.
Beginning\n 30 years ago working for various Wall Street brokerage firms\, veteran \nfinancial advisor Michael Alimo (Investment Advisor Representative\, \nChFEBC) have been devoted to serving clientele in CT and the New England\n region for 18 years at his USA Financial &\; Tax Services\, LLC. With a\n focus on retirement planning and risk management\, his services \nportfolio includes: comprehensive financial planning\; investment and \nportfolio management\; wealth preservation and transfer strategies\; \nindividual\, business and estate tax planning\; IRA and 401K rollovers\; \neducational funding\; Insurance and Long-Term Care planning\, as well as \ntax preparation. In gratitude for many years of business and support \nfrom clients and friends around the state\, Michael remains committed to \ngiving back to the community via informational presentations and \neducational workshops. He has hosted many seminars\, speaking to groups \nabout a broad array of financial\, investment and retirement topics. \nVenues have included libraries\, universities\, churches and congregations\n as well as many of the local town continuing education programs.
\nImage URL: https://s3.amazonaws.com/static.evanced.info/Customer/wiltonlibrary/TAXES_EE2D279B.JPG
TITLE:Taxes: How they can change your retirement
SUMMARY:Taxes: How they can change your retirement
LOCATION:Non-Library Locations
URL:https://wiltonlibrary.evanced.info/signup/eventdetails?eventid=5300&lib=1007
UID:https://wiltonlibrary.evanced.info/signup/eventdetails?eventid=5300&lib=1007
CATEGORIES:Online Event
DTSTART:20210505T210000Z
DTEND:20210505T220000Z
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