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  • An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

    An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

    What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. Watch the first video in our "Welcome to Bedel Financial" Video Series to learn more!

  • The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

    The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

    What’s the key to helping clients reach the shores of financial freedom? Always putting the client’s’ needs first by following a process designed to put their minds at ease. Watch the second video in our "Welcome to Bedel Financial" Video Series to learn more!

  • 2017 Winter Newsletter

    2017 Winter Newsletter

    • Dow Jones: 20,000
    • Exciting Times!
    • Dreaming of a Second Home?
    • Taking Care of a Whole New Generation of Wealth Accumulators
    • Adding Value
  • 2017 Spring Newsletter

    2017 Spring Newsletter

    • Collaborative Divorce: A Softer, More Congenial Approach
    • Introducing the Bedel Leadership Team (BLT)
    • Check Etiquette
    • 5 Easy Ways to Save on College Costs
    • Directly Held Stock vs. a Brokerage Account
  • Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    Schwab IMPACT is national, invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their clients.  In 2014, Elaine had the honor of introducing the event at the opening ceremony.

  • 2016 Fall Newsletter

    2016 Fall Newsletter

    • Planning for the Generations
    • Putting Election Anxiety in Perspective
    • Cyber Security & How to Protect Your Investment Accounts
    • Millennials and Financial Literacy
    • Charitable Gift Funds
  • 2016 Bedel Financial Forum  Welcomes Greg Valliere

    2016 Bedel Financial Forum Welcomes Greg Valliere

    The 2016 Presidential election has certainly been one of the most memorable in recent history. On September 27th, our Bedel Financial Forum focused on the upcoming election and the thoughts and opinions of a Washington, D.C. insider.

  • 2016 Summer Newsletter

    2016 Summer Newsletter

    • After the Vote: The Brexit Impact
    • Lots to Keep Us Busy in the Upcoming Months
    • Got EE Savings Bonds?
    • Wedding Costs! Really?
  • Your Investments: The Importance of Continued Oversight

    Your Investments: The Importance of Continued Oversight

    Elaine Bedel explains the strong impact of actively investing in your retirement accounts and how that can directly effect how your retirement will look.

  • 2016 Spring Newsletter

    2016 Spring Newsletter

    • Financial Fraud Against Seniors
    • It's Shaping Up to Be a Colorful Year!
    • Is Alternative Lending a Viable Investment?
    • Staying Connected with Social Media
    • Down Payment Hysteria
Turning Capital Losses into Client Gains

Turning Capital Losses into Client Gains

When working with business owners who have a fairly significant capital loss from their business, we may be able to utilize those losses by converting a large portion of an IRA to a Roth IRA. Doing so will allow the business owner to move those tax-deferred dollars to a tax-free bucket while paying little to no income tax. Now those converted dollars will grow tax free for retirement.

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