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Taxes, Upcoming Changes & the Potential Impact on Your Retirement

Wednesday October 18, 2023
6:00 PM until 7:30 PM

Will my taxes in retirement stay the same, go down, or go up?  If taxes increase in the future, will my retirement plan be in jeopardy?  What are potential tax changes that are being proposed?  All these questions and other will be discussed in this educational workshop.  Also explored will be the effects of inflation and strategies to help you minimize your tax liability.  Case studies will be presented that illustrate how to navigate this complex topic and get you as close to "tax-free retirement" as possible.

Our presenter is Mike Alimo, President of USA Financial and Tax Services.  He began his career on Wall Street, but soon focused on USA Financial and Tax Services.  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 via informational presentations and educational workshops.  He speaks on a broad array of financial, investment, and retirement topics.  Michael graduated from the New York Institute of Technology.

This is a hybrid event; you can choose to attend in person or on Zoom.  

Here is the Zoom link:  https://us02web.zoom.us/j/89027158765

Location: Maria Parloa Community Room
Click here to go to the Bethel Public Library calendar.

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This page last updated : EK/TK KIWI : 2023.11.21 - 8:40 PM
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