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ID : 4550   
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Join host Michael Alimo ( ChFEBC, Investment Advisor Representative) for this very informative class and have your questions answered like:
  • 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 and is there a way to reduce them?
  • What is "The Tax Bridge" and when do I cross it?
  • 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 and how does that affect my taxes today?
  • What is a 72T distribution and is it right for me?
  • By losing my deductions in retirement, how does that change my tax picture?
  • How will retirement accounts impact my heirs?

Class Details

1 Sessions
Weekly - Mon


Michael Alimo 



Registration Closes On
Monday, October 1, 2018 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
10/1/2018 - 10/1/2018 Weekly - Mon 6:30 PM - 8:30 PM Fairfield, LUDLOWE MIDDLE SCHOOL (RLMS)  Map Michael Alimo