BFC News

BFC News

  • Bedel Financial Recognized as one of the “Top 10 Financial Advisors in Indianapolis"

    Posted by: Bedel Financial Consulting    |   Tuesday, February 28, 2017

    Bedel Financial Consulting, Inc. was recently recognized as one of the “Top 10 Financial Advisors in Indianapolis, Indiana” for 2017 by Advisory HQ, an online news media that provides independent reviews and rankings of financial firms in the U.S., U.K., and Canada. Bedel Financial was also recognized on this list in 2016! To be recognized by {more}

  • Elaine Bedel appointed as President of the IEDC

    Posted by:    |   Monday, January 9, 2017

    Elaine Bedel, owner of Bedel Financial Consulting, Inc., has been named president of the Indiana Economic Development Corporation {more}

  • Evan Bedel, CFP®, partners with Heroes Foundation for #GivingTuesday

    Posted by:    |   Tuesday, November 22, 2016

    Evan Bedel’s article “A Millennial Approach to Giving” was recently featured in the #GivingTuesday edition of Heroes Foundation’s newsletter. Many parents might not think about incorporating the concept of philanthropy into their young children’s lives. But Evan believes the opportunity for teaching a spirit of giving is {more}

  • Bedel Financial Listed as one of the Top RIAs by Financial Times

    Posted by:    |   Thursday, June 16, 2016

    In June 2016, Bedel Financial Consulting, Inc. was honored to be included in the third edition of Financial Times' FT 300, a list of the nation's Top Registered Investment Advisors. More than 1,500 applicants were considered based on six criteria: amount of assets managed, growth rate of assets, years in business, compliance record, industry certifications {more}

  • Cassi Vanderpool Graduates from Butler University’s Advancing Women in Leadership Program

    Posted by:    |   Thursday, June 16, 2016

    Cassi Vanderpool recently graduated from Butler University’s Advancing Women in Leadership (AWL) program. The AWL program is a six-month course intended to support and challenge women to proactively grow and develop themselves to be more influential and purposeful leaders. AWL is designed for women who are ready to commit themselves in a challenging {more}

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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