How does Social Security fit into your overall income plan in retirement and how do you optimize it?
AVOID LOSING THOUSANDS FROM SOCIAL SECURITY MISTAKES!
Event Details
Seating is limited and reservations are required!
Stanley-Whitman House
37 High St, Farmington, CT 06032
Wednesday, February 12th
at 6:00 PM
Attend this COST-FREE event and...
- How to avoid up to 85% of your Social Security benefits being taxed!
- Take-home information, and answers to the pressing questions like when you should elect benefits?
- Learn ways to potentially avoid common Social Security mistakes (and ways to optimize your benefits).
- Receive personalized Social Security analysis that could help you understand the best way to retire comfortably.
- Learn how claiming at the wrong time can result in lower Social Security benefits for the rest of your life.
Want to learn how to optimize your Social Security?
This event will answer your most pressing questions...
How to minimize the risk of up to 85% of your Social Security being taxed.
Strategies that can maximize your Social Security benefits.
Find out how much you may give-up if you choose to take benefits early.
When should you take Social Security benefits? And what are the potential penalties?
How required minimum distributions can change the tax picture going forward.
Retirement income planning that can provide lifetime income and minimize your tax exposure.
This presentation is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.
"I could have lost thousands of my hard earned cash if it wasn't for this event!"
Event Starts In
Meet Our Presenter
Michael Alimo
Michael Alimo is a 30-year industry veteran. He started his career early on the floor of the Stock Exchange in Wallstreet! For the past 18 years Mr. Alimo has served clientele around CT and New England at USA Financial & Tax Services, LLC.
The company takes a holistic approach to the client planning process. This means addressing the big picture and factoring in all of the elements that it takes to make a retirement a success. Topics such as tax implecations, retirement benefits, market exposure, wills and trust, and insurance needs are all brought into consideration when sitting with any potential client.
Mr. Alimo has hosted hundreds of workshops for his local communities about a variety of financial and planning topics. Raised in New York City and educated at New York Institute of Technology, Michael has two grown children, a daughter and son, who follow in his footsteps of being hard working and always dedicated to helping others.
Ready to maximize your Social Security?
This event is hosted by USA Financial & Tax Services, LLC.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
michael@usafinancialandtaxservices.com | 860.430.2138 | 39 New London Turnpike Glastonbury, CT 06033
Sources:
1. “Social Security.” Benefits Planner: Retirement | Learn About Social Security Programs | Social Security Administration, https://www.ssa.gov/planners/retire/r&m6.html.
2. Williams, Sean. “We Still Don't Understand Social Security, and a New Survey Confirms It.” The Motley Fool, The Motley Fool, 18 May 2018, https://www.fool.com/retirement/2018/05/18/we-still-dont-understand-social-security-and-a-new.aspx.
Investment advisory services offered through Capital Asset Advisory Services, LLC, a SEC registered investment adviser. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Michael Alimo at 860-430-2138. Tax planning provided by third party sources. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.