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Bedel Blog
ALERT: Should a Trust be the Beneficiary of Your IRA?
The SECURE Act has eliminated the option of "stretching" distributions of an inherited IRA over...
Ask Bedel
Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...
Concerned about Future Taxes?
As a financial planner, my focus is on helping our clients achieve their goals, which means...
Married Filing Separately: Who Does That?
You may have decided to wait until the extended deadline of July 15 to file your 2019 tax return....
GenNeXt Blog
COVID-19: Impact on Student Loans & 529 Plans
Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES...
5 Things to Know Before You Open a Roth IRA
Saving for retirement outside of a company-sponsored retirement plan—such as a 401(k)—might be...
I’m 27: Here’s My Student Loan Repayment Strategy
As important as it may feel to conquer your student loan debt, do not lose sight of setting money...
Kate’s 2019 Holiday Gifting Ideas
Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching...
BEDEL BAROMETER
Last updated July 2020
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