Taxes: Upcoming Changes & Retirement

Service Description

BOOKING INSTRUCTIONS Please check availability and book this event directly through our event partner's website. Copy and paste the following URL: https://retirementtaxesblueprint.com/usa-03182025-taxes/ Do you know where you stand when it comes to your tax liability in retirement? During this FREE retirement workshop, you'll learn: 1. What impact the record $34 trillion national debt will have on your retirement assets, income, and lifestyle. 2. How to protect your savings against rising inflation like the 9% increase we saw in 2022. 3. Why rising interest rates may cut into your retirement income, and how to prepare. 4. What changed with the tax reform laws and what changes to prepare for down the road. 5. How you may be able to reduce, or potentially eliminate, certain taxes including tax on your Social Security income! MEET YOUR HOST: Michael Alimo & Mike Alimo Jr. Michael Alimo Sr. is a 30-year industry veteran. He started his career early on the floor of the Stock Exchange in Wall Street! 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 will be joined by his son Michael Jr who is an advisor for the firm. 🍷One Free Drink Ticket is included per each guest. Aquila's Nest has many non-alcoholic options as well. BOOKING INSTRUCTIONS Please check availability and book this event directly through our event partner's website. Copy and paste the following URL: https://retirementtaxesblueprint.com/usa-03182025-taxes/