Tax Free Retirement Workshop - Free Wine

Service Description

Taxes May Change Your Retirement - Improve Your Tax Picture For Retirement Taxes have been a concern for many Americans for decades now. With rising deficits, 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 change the outcome of your retirement. We will discuss current tax law, potential changes to tax law and strategies to get to as close to “tax-free” in retirement as you can. Samples of retirement analysis and strategies to transition to a more favored tax position with your savings and “tax-free” legacy concepts to consider. Hosted by Michael Alimo, President, USA Financial & Tax Services, a 30 year industry veteran serving clientele around CT & New England with comprehensive financial planning, investment and portfolio management, wealth preservation, and transfer strategies, business and estate tax planning. 🍷One Free Drink Ticket is included per each guest. Aquila's Nest has many non-alcoholic options as well. Outside Alcohol Beverages, Water Bottles or Any Other Beverages are NOT allowed to be brought in the premises of the vineyard. This is a restriction of our Farm Winery Permit. Our staff reserves the right to check bags and coolers. All participants must be 21 years of age or older.