It can be difficult to make financial decisions without access to information.
We’re committed to helping you make informed decisions about your financial future.

Events

At Singer Financial Group, we hold informational seminars and retirement strategy sessions for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our seminars include guest speakers and special activities as wells as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

 

Our Calendar of Events

The Baby Boomer's Big Problem

All of us deal with risk in our financial lives - risk that can be mitigated when you have the right strategy.

Have you saved money in the right vehicles, with the right tax status, at the right time?

When: July 19 at 6:30 pm

Where: Dawson’s Too in Brownsburg | 773 E Main St.

What To Expect: When retirees begin taking distributions from their retirement accounts, they need to start paying taxes on those assets, and that can come as a surprise to many retirees who are counting on those accounts to fund their lifestyle. You may think you have a million dollar IRA, but in truth, you really only have a six or seven hundred thousand dollar IRA, depending on your tax bracket. The rest will go to the IRS. Not all at once, but the IRS will always get their money.
 
Here’s the good news: It doesn’t have to be this way. Yes, you do have to pay taxes, however, the strategies that we use to take those distributions can help reduce those taxes.
 
I love what John Maxwell says about this in his book Today Matters. He says “Successful people make the right decisions early and manage those decisions daily.” By following this wisdom, those of you in your sixties can possibly avoid winding up in this tax-unfortunate situation, but the key is to act now. It’s possible that when you do get older, you could live out the rest of your retirement life with both tax-efficient and tax-free income sources.

Please use the registration form on this page to reserve your spot for this workshop to learn how you can mitigate market risk and live out your retirement years with both tax-efficient and tax-free income sources.

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Who We Are / Our Focus
Brian Singer
Singer Financial Group's mission is to help our clients grow and protect their wealth and income as they navigate to, and through retirement.
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The Retirement Income MoneyMap
At Singer Financial Group, we offer multiple services to help you work toward your financial goals.
» Learn more about our Services
Upcoming Events
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
» Calendar of Events

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Singer or Singer Financial Group is stated or implied.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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