Bedel Blog

Taxpayers underwent a dramatic change in late 2017 with the passage of the Tax Cuts and Jobs Act (TCJA). In another two years, we may undergo another dramatic shift.

Private equity presents an enticing proposition for investors seeking enhanced returns and diversification beyond traditional asset classes.

Awareness of gift tax rules is imperative when structuring a strategy. Whether gifting to adult family members or children, there are many ways to find a balanced approach to transferring assets.

Many factors impact the return of the S&P 500. This would include wars, pandemics, and geopolitical circumstances that are not always in control of the president.

A couple of withdrawal strategies that should be considered are the Roth conversion and harvesting of capital gains. Both strategies involve the recognition of income, though the tax impact is quite different.

With many of today’s economic trends eerily similar to those of a few years ago, are we doomed for another bear market downturn like the one we experienced in 2022? Is this another bubble waiting to burst?

Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and investment experts for advice. Each week we’ll be answering your personal finance questions, so be sure to submit your questions to Bedel@BedelFinancial.com.

It’s hard to think about having our children implement these documents at a seemingly young age, especially during an exciting time. Doing so, however, can make a difficult situation less tense and traumatic by planning.

Private equity presents an enticing proposition for investors seeking enhanced returns and diversification beyond traditional asset classes.

Unique opportunities within industries combined with a low valuation can create an environment for great investments. And while China has such an environment, the risks are quite sizeable.

The CTA was enacted in 2021 to combat criminal activity, such as money laundering, tax fraud, and financing of terrorism.

It doesn’t make sense to purchase life insurance with the intent to borrow against it. However, suppose you have a permanent policy with a sizable cash value.