Taxes, Upcoming Changes & The Potential Impact On Your Retirement

The implications of taxes on the American population are a widely discussed and debated topic. Rising deficits at both the state and federal level are cause for concern for every taxpayer, especially those near retirement. At this educational workshop, you will learn how effective planning and timing can alter the outcome of your retirement.  We will discuss current tax law, potential changes to tax law, effects of inflation and strategies to help you minimize your tax liability. We will also share case studies that will illustrate how to successfully navigate this complex topic and get you as close to “tax-free in retirement” as is possible.  

Presenter: Michael Alimo
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 and social organizations about a variety of financial and planning topics.