Taxes: Upcoming Changes and the Impact 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. We will show samples of retirement analysis and discuss strategies to transition to a more favored tax position with your savings, and finally, talk about “tax-free” legacy concepts to consider.

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.