Resources

Resources

  • Tax Cuts and Jobs Act Series - #1: Investing with the New Tax Plan

    Tax Cuts and Jobs Act Series - #1: Investing with the New Tax Plan

    Wondering how future investing and tax strategies might be impacted by changes outlined in the TCJA? Bill Wendling, CFA, lays out what’s changed and what’s stayed the same to help you better understand if you need to adjust your strategy.

  • Tax Cuts and Jobs Act Series - #2: Child Tax Credit Changes

    Tax Cuts and Jobs Act Series - #2: Child Tax Credit Changes

    Easily one of the most hotly debated topics during last year’s tax discussions in Congress, the Child Tax Credit was substantially changed. Evan Bedel, CFP®, explains how…and what that might mean for you next year when you file.

  • Tax Cuts and Jobs Act Series - #3: Itemized Deductions

    Tax Cuts and Jobs Act Series - #3: Itemized Deductions

    To itemize or not to itemize? That is the question. Meredith Carbrey, CFP®, discusses modifications to some of the most popular itemized deductions to help you make an informed decision come tax time.

  • Tax Cuts and Jobs Act Series - #4: Estate, Gift & Generation Skipping

    Tax Cuts and Jobs Act Series - #4: Estate, Gift & Generation Skipping

    Quite a few changes with potentially big impact were made to the Estate Tax laws in the TCJA. Kathy Hower, CFP®, summarizes those changes and how they might affect you in the future.

  • Tax Cuts and Jobs Act Series - #5: Tax Brackets

    Tax Cuts and Jobs Act Series - #5: Tax Brackets

    What do the updated tax brackets mean for your taxes…and your paycheck? Kate Arndt breaks down the new brackets, along with cutoffs, to help you better understand where you might fall.

  • Tax Cuts and Jobs Act Series - #6: Charitable Giving

    Tax Cuts and Jobs Act Series - #6: Charitable Giving

    The standard deduction has nearly doubled under the TCJA, and many may decide to no longer itemize their deductions. Sarah Mahaffa, CFP®, outlines options that will allow you to support the organizations you’re passionate about while reducing your tax liability at the same time!

  • Tax Cuts and Jobs Act Series - #7: New 529 Plan Changes

    Tax Cuts and Jobs Act Series - #7: New 529 Plan Changes

    New 529 plan changes: While the changes to 529 plans aren’t nearly as large as those in some other areas, there are a few significant modifications that could impact you. Abby VanDerHeyden, CFP®, highlights the changes you should be aware of and how they might impact your education savings.

  • Women & Money eBook

    Women & Money eBook

    Nearly every woman will find herself in total control of her finances or her family’s finances at some point in her life. Do you know what it takes to achieve financial success?

  • An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

    An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

    What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. Watch the first video in our "Welcome to Bedel Financial" Video Series to learn more!

  • The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

    The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

    What’s the key to helping clients reach the shores of financial freedom? Always putting the client’s’ needs first by following a process designed to put their minds at ease. Watch the second video in our "Welcome to Bedel Financial" Video Series to learn more!

  • 2017 Spring Newsletter

    2017 Spring Newsletter

    • Collaborative Divorce: A Softer, More Congenial Approach
    • Introducing the Bedel Leadership Team (BLT)
    • Check Etiquette
    • 5 Easy Ways to Save on College Costs
    • Directly Held Stock vs. a Brokerage Account

  • 2017 Winter Newsletter

    2017 Winter Newsletter

    • Dow Jones: 20,000
    • Exciting Times!
    • Dreaming of a Second Home?
    • Taking Care of a Whole New Generation of Wealth Accumulators
    • Adding Value

  • 2016 Spring Newsletter

    2016 Spring Newsletter

    • Financial Fraud Against Seniors
    • It's Shaping Up to Be a Colorful Year!
    • Is Alternative Lending a Viable Investment?
    • Staying Connected with Social Media
    • Down Payment Hysteria

  • 2016 Summer Newsletter

    2016 Summer Newsletter

    • After the Vote: The Brexit Impact
    • Lots to Keep Us Busy in the Upcoming Months
    • Got EE Savings Bonds?
    • Wedding Costs! Really?

  • 2016 Bedel Financial Forum Welcomes Greg Valliere

    2016 Bedel Financial Forum Welcomes Greg Valliere

    The 2016 Presidential election has certainly been one of the most memorable in recent history. On September 27th, our Bedel Financial Forum focused on the upcoming election and the thoughts and opinions of a Washington, D.C. insider.

  • 2016 Fall Newsletter

    2016 Fall Newsletter

    • Planning for the Generations
    • Putting Election Anxiety in Perspective
    • Cyber Security & How to Protect Your Investment Accounts
    • Millennials and Financial Literacy
    • Charitable Gift Funds

  • Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    Schwab IMPACT is national, invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their clients. In 2014, Elaine had the honor of introducing the event at the opening ceremony.

  • Elaine Bedel honored by the Girl Scouts of Central Indiana for Confidence

    Elaine Bedel honored by the Girl Scouts of Central Indiana for Confidence

    Elaine Bedel was honored by the Girl Scouts of Central Indiana for her demonstration and embodiment of “Confidence,” one of the four key traits the Girl Scouts organization works to instill in each of its members

  • Elaine Bedel Featured on CNBC’s “Power Lunch” in Live Panel Discussion

    Elaine Bedel Featured on CNBC’s “Power Lunch” in Live Panel Discussion

    We are excited to share that Elaine Bedel was on CNBC’s “Power Lunch” on November 11th, 2013. She participated in a live panel discussion with Tyler Mathisen, co-anchor on "Power Lunch", and Bernie Clark, Executive Vice President of Advisor Services with Charles Schwab. The panel spoke on current investor sentiment as well as their thoughts on the current political and investment environment.

  • Education Funding

    Education Funding

    What You Need to Know to Save For College and Save On College

    The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.

  • Fee Transparency Video

    Fee Transparency Video

    Elaine Bedel explains how harmful inflated advisor fees can be on your investment accounts, particularly your retirement plans, such as 401k or 403b.

  • The Financial Aspects of Divorce

    The Financial Aspects of Divorce

    What You Need to Know Before Negotiations

    Financial issues are tricky to navigate during divorce negotiations. Your emotions may be running high and your energy level low, but it’s critical to make well-informed decisions during this time. What you agree to in the divorce negotiations will have a lasting impact on your financial situation. “The Financial Aspects of Divorce” is a guideline for issues to consider and how to make informed decisions at every step in the divorce process.  

  • Young Investor Video

    Young Investor Video

    Evan Bedel, CFP®, provides financial tips directed toward young professionals that will lead to a profitable financial future.

  • Your Investments: The Importance of Continued Oversight

    Your Investments: The Importance of Continued Oversight

    Elaine Bedel explains the strong impact of actively investing in your retirement accounts and how that can directly effect how your retirement will look.

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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