Taxes, Upcoming Changes, and the Potential Impact on Your Retirement Plans

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Program Type:

Business & Finance, Lecture

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Program Description

Event Details

It's tax season.

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.  The discussion will include current tax law, potential changes to tax law, effects of inflation and strategies to help you minimize your tax liability. Unique case studies illustrating how to successfully navigate this complex topic and get you as close to “tax-free in retirement” as is possible will be shared.  

About the Presenter:

Michael Alimo is an investment advisor representative with over 30 years of experience.  He began his career working in various Wall Street brokerage houses; for the last 18 years, Mr. Alimo has served clientele throughout Connecticut and New England at his private 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 long-term care planning, as well as tax preparation.

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 through informational presentations and educational workshops. He has hosted many seminars, speaking to groups about a broad range of financial, investment and retirement topics. Venues include libraries, universities, churches and congregations as well as many local towns' continuing education programs.

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