Taxes: Upcoming Changes & The Effect On Your Retirement

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”. 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 president of U.S.A. Financial & Tax Services LLC.  Beginning 30 years ago working for many Wall Street brokerage houses, 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; comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; estate tax planning and education funding concepts.  In gratitude for many years of business and support from customers 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.