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
Sr. Relationship Manager
Imagine if President Trump would have adopted a period of reflection and silence after he signed the...
Tune in to Jim Bell, CFP®, President & Founder, Bell Investment Advisors, as he presents a half-hou
Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]