Before settling into retirement you owe it to yourself to attend this event!
Virtually attend this COMPLIMENTARY event and...
- Learn what has changed with the tax reform laws and how you can utilize these to your benefit now and in retirement.
- Discover how you may be able to reduce, or potentially eliminate, certain taxes including tax on your Social Security income.
- Why and how your tax rates may actually go up, not down, in retirement.
- Identify and avoid some of the most common and costly tax mistakes many Americans make in retirement
Learn how the new tax laws offers an opportunity to reduce your lifetime tax burden.
This event will teach you strategies that may save you tens-of-thousands in retirement!
Can I improve my tax burden and get closer to a 'tax-free-retirement?'
Understand how recent tax law changes will affect your overall retirement savings.
How to protect your legacy from taxes when passing wealth to your heirs.
Can you prevent up to 85% of your Social Security being taxed?
How required minimum distributions can greatly affect your tax picture.
How to potentially eliminate certain taxes during retirement.
This presentation is extremely popular, and SPOTS ARE LIMITED. Reservations and confirmations are required.
"One of the best workshops I've ever attended!"
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 to address the big picture and factoring in all of the elements that it takes to make a retirement a success. Topics such as tax implications, 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 reduce the taxes you'll owe on your IRA, 401K, and even 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
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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.