Tax-Efficient Retirement

Those who attend, will learn about how they might achieve a “Zero” tax bracket while in retirement, income strategies from retirement, social security tax efficient strategies, and investment strategies to optimize returns while lowering risks. Michael Mezheritskiy, the founder of Milestone Asset Management Group will lead the discussion to help people decided on the best strategies for themselves. Previously, Michael worked for Fidelity Investments where he was responsible for overseeing nearly a half a billion dollars in client assets. For questions regarding this retirement planning program email fdanowski@milfordct.gov.