Events | Wealth Management and Retirement Planning | Bedel Financial Consulting, Inc. Indianapolis

Events

Bedel Financial
  • September 12, 2017

    Ask The Expert: MEDICARE

    6:00 pm - 7:30 pm

    Do you have questions about Medicare? Unclear on your options? Unsure how your Medicare choices will affect you financially? Join us for our Ask the Expert: Medicare on Tuesday, September 12th for what promises to be an enlightening

  • October 17, 2017

    2017 Bedel Financial Forum

    5:30 pm - 7:30 pm

    RSVP Now - Limited Space Available! Tuesday, October 17, 2017 Registration & Cocktail Reception starts at 5:30 pm Program: 6:00 - 7:30 pm Meridian Hills Country Club Bedel Financial is pleased to welcome Liz Ann Sonders as our

Identifying “Outside the Box” Gifting Strategies

Identifying “Outside the Box” Gifting Strategies

While establishing an appropriate investment strategy with new clients, we take the time to consider every option, while ensuring the chosen plan does not have any negative unforeseen surprises. For example, if a client has several long-held stocks in their portfolio with very low cost basis, our first concern is the possible high tax consequence should they want to sell these holdings.  By taking the time to think “outside the box”, we may be able to accomplish another goal of the clients, such as gifting to family and charitable causes close the client.  By choosing to gift the zero-basis appreciated stock instead of cash to children or charities, the client is able to avoid having to pay long-term capital gains tax and the children and/or charity can benefit from this generosity, a win-win all around!.
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