Taxes: Upcoming Changes & The Effect On Your Retirement – USA Financial and Tax Services
Monday, January 24 at 6:00 pm - 8:00 pm
This program is not sponsored by the Avon Library.
Taxes: Upcoming Changes & The Effect On Your 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.