Bedel Blog

Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.

Image for Tax-Free Income In Retirement

Feb 13, 2021

Tax-Free Income In Retirement

For those unfamiliar with the Backdoor Roth IRA, this strategy entails making nondeductible contributions to an IRA and subsequently converting those assets to a Roth IRA.

Image for Old Employer 401(k)… Hmmm, What to Do?

Aug 3, 2020

Old Employer 401(k)… Hmmm, What to Do?

Determining what to do with an old 401(k) is an important decision, but it does not have to be complicated. The Wall Street Journal recently reported about 30% of workers leaving jobs elect to cash out their 401(k) accounts and pay taxes – and often 10% penalties! Is that the smartest option?

Image for Time To Check Your 401(k)

Mar 2, 2020

Time To Check Your 401(k)

The past week has seen volatility creep back into the stock market, and after a long run of positive returns, investors now have to ponder how much risk is too much. What should you do?

Image for 4 Biggest 401(k) Mistakes

Aug 16, 2018

4 Biggest 401(k) Mistakes

As financial planners and investment advisors, we see mistakes that employees make when handling their 401(k)s. Four such mistakes standout as having the greatest impact on a comfortable versus not-so comfortable retirement.

Image for Self-Employed:  Go Solo with a 401(k)

May 14, 2018

Self-Employed: Go Solo with a 401(k)

Are you self-employed and saving for retirement? Are you sure you’re getting the most bang for your buck with the retirement vehicle you’ve chosen? If you meet certain requirements, a Solo 401(k) could be right for you – allowing you to save more for your future retirement and receive a larger income tax deduction today! Read on to discover the benefits a Solo 401(k) could bring to you now and in the future.

Image for Forgotten Retirement Benefits

Oct 17, 2016

Forgotten Retirement Benefits

Almost $300 million of pension funds are unclaimed! If this raises a concern for you, there are resources available to assist.

Image for Investing for Retirement:  Target Date Funds Can Be Dangerous

Apr 13, 2015

Investing for Retirement: Target Date Funds Can Be Dangerous

Are your 401(k) dollars going into target date funds? If so, take a closer look! Obvious assumptions about these funds prove to be false.