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Retirement Spending: A Blueprint for Smart & Strategic Distributions

Lunch Seminar
Wednesday, October 25, 2017, 12 - 1:30
Bell's Oakland office, 1111 Broadway, 16th Floor

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.

 

Guest Speaker:

Bob Heywood, Esq.

Bell Presenters:

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 rsvp@bellinvest.com
No fee to attend!

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2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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