Seminar: Tax-Free in Retirement @SoNo Branch Library

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Seminar: Tax-Free in Retirement @SoNo Branch Library

October 17, 2017 @ 6:30 pm - 8:00 pm

Registration is available online or by calling 203.899.2790 ext. 15902.
Tax

Tax Free in Retirement
Tuesday | October 17, 2017 | 6:30 PM – 8:00 PM
Join Michael Alimo to learn about strategies that can help you get closer to a tax free retirement.
  • If taxes increase in the future, will my chances of outliving my money be reduced?
  • Discover how you can safely build a tax favored position in retirement using methods that have been around for over 150 years.
  • How to prevent my taxable IRA from growing and why?
  • Should I take required minimum distributions early or later?
  • Am I paying too much in taxes now, is there away to reduce them?
  • What tax free vehicles exist and are they appropriate for me?
  • The tax bucket strategy, how diversified am i really?
  • Are Roth IRA conversions right for me, how does this affect my taxes today?
  • What is a 72T distribution and is it right for me?
  • How will retirement accounts impact my heirs?
Click here to register.
Presenter Bio

Michael Alimo (President, USA Financial and Tax Services, LLC; ChFEBC, Registered Investment Advisor). A 30 year industry veteran, for the past 15 years financial service advisor Mr. Alimo has served clientele around CT and New England at his USA Financial & Tax Services, LLC. Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars for groups at libraries, universities, houses of worship and social organizations 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, both residing in Southern California.

‘The Norwalk Public Library is not responsible for the content of this program.
Presentation of this program does not constitute endorsement by the Library or the city of Norwalk.’
In the event that our parking lot is full there is municipal parking available across the street in the Webster parking lot.

Details

Date:
October 17, 2017
Time:
6:30 pm - 8:00 pm

Venue

Norwalk Public Library SoNo Branch
10 Washington Street
Norwalk, CT United States
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Phone:
203 899 2790
Website:
View Venue Website