VIRTUAL: Tax Free in Retirement

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Program Type:

Finances

Age Group:

Adults

Program Description

Description

NOW A VIRTUAL EVENT!
PLEASE REGISTER HERE: https://yourfinancialfuture.lpages.co/usa-june-4-taxes-webinar/
IN ORDER TO RECEIVE INVITE.

Learn about strategies that can help you get closer to a tax free retirement. Discover how you can safely build a tax favored position using methods that have been around for over 150 years. Get answers to vital questions including:


• If taxes increase in the future, will my chances of outliving my money be reduced?
• Am I paying too much in taxes now, is there a way to reduce them?
• What is “The Tax Bridge” and when do I cross it?
• What tax free vehicles exist and are they appropriate for me?
• Are Roth IRA conversions right for me, how does this affect my taxes today?
• How does losing deductions in retirement change my tax picture?
• How will retirement accounts impact my heirs?

Presenter:
Michael Alimo serves clients at his firm, USA Financial & Tax Services, LLC. With a focus on retirement planning and risk management, his services include: comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; individual, business and estate tax planning; IRA and 401K rollovers; education funding; insurance and LongTerm Care planning, as well as tax preparation.