Resource Center

Webinars

November 2017

Retirement Spending: A Blueprint for Smart & Strategic Distributions


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

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Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

 

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