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Use your investment accounts to create a monthly paycheck in retirement.
Tailor your distributions to meet your needs before and after receiving Social Security.
Coordinate distributions to minimize taxes.
Avoid penalties, and ensure you satisfy your Minimum Required Distribution.
Bob Heywood, Esq.
Forrest Bell, CFP®, Sr. Investment Advisor, Financial Planner
Jerene Meissert, Sr. Relationship Manager
Reservations for the lunch and seminar: 800.700.0089, ext.100 or email@example.com
No fee to attend!