Program Type:
FinancesAge Group:
AdultsProgram Description
Description
Choosing when to elect your Social Security benefits can be one of the most important decisions as you approach retirement. During this educational workshop, you will learn the influence of timing strategies on tax liability and overall benefit values. We will discuss spousal benefits, as well as widow, divorced and single claiming concepts. Additionally, we will illustrate how implementing social security timing in the context of your retirement planning is paramount in creating a successful retirement plan.
Presenter: Michael Alimo is 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.