Women and Money eBook from Bedel Financial

Women & Money eBook

Women ad Money


Nearly every woman will find herself in total control of her finances or her family’s finances at some point in her life. And being single or in charge of the family finances isn’t the only reason. Even the majority of women who currently share the responsibility of family finances with a partner will also, one day, find themselves in total control.

It’s critical for all women to develop money management skills. Our Women and Money eBook guides you through some of life’s most critical moments, each time illustrating the importance of being ready and able to make important financial decisions, as well as having the ability to understand when outside assistance and advice is needed. We hope, as you read this eBook, that you feel empowered to seek out answers to your own unique financial questions and take the necessary steps to ensure you’re informed about your financial situation.

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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