This is a repeat of the filled-to-capacity October 2017 event!
- 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!