In Person: Taxes: Upcoming Changes & Your Retirement Future

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 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. 

Presenter: Michael Alimo: beginning 30 years ago working for various Wall Street brokerage firms, veteran financial advisor Alimo’s last 18 years have been devoted to serving clientele around CT and New England 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 purpose funding; insurance and long-term care planning, as well as tax preparation services.  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 included libraries, universities, churches and congregations as well as many of the local town continuing education programs.

Michael Alimo was born and raised in Queens, NY and attended New York Institute of Technology (NYIT).  He was married in 1986 and has two grown children, residing in California & Washington state.  His current office locations are in Glastonbury, Danbury, Wilton, Bridgeport and New Haven, CT.

U.S.A. Financial & Tax Services
39 New London Turnpike Suite 126
Glastonbury, Ct 06033
Offices also in: Danbury, Wilton, New Haven and Bridgeport
860-430-2138
www.usafinancialandtaxservices.com