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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.
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.
Singer Financial Group's mission is to help our clients grow and protect their wealth and income as they navigate to, and through retirement.
At Singer Financial Group, we offer multiple services to help you work toward your financial goals. 
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.