Taxes: Upcoming Changes and the Effect on Your Retirement

Join Wilton Library to discuss the potential changes to tax law and strategies that may get you to be “tax-free” in retirement. Taxes have been a concern for many Americans for decades now. With rising deficits, and 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 affect the outcome of your retirement. We will include samples of retirement analysis and strategies to transition to a more favored tax status with your retirement savings and “tax-free” legacy concepts to consider.

Veteran financial advisor Michael Alimo (Investment Advisor Representative, ChFEBC) has been devoted to serving clientele in Connecticut and the New England region for 18 years at his USA Financial & Tax Services, LLC.

Registration is required. To register and see more details, visit the Wilton Library website. For information, email Andrea Sato.