• 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

  • June 19, 2018

    Open House & 30th Anniversary

    4:00 p.m. - 7:00 p.m.

    We’re excited to celebrate 30 wonderful years of serving our clients, and to show off our beautiful new office! We hope you’re able to attend our open house on Tuesday, June 19th, from 4:00 – 7:00 p.m. to join in the festivities! Click for more info and to RSVP now!

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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