Bedel Financial Consulting | Bedel Blog
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Bedel Financial Consulting, Inc. in Indianapolis offers wealth management, retirement planning, income tax planning, and various financial planning services. Read the blog to understand and Get financial clarity, insight, and analysis.
Bedel Financial Consulting | Bedel Blog
16h ago
This is a long-term investment. Your child will probably not fully appreciate your generosity today, but as they grow, so will the account and (hopefully) their gratitude ..read more
Bedel Financial Consulting | Bedel Blog
16h ago
The housing market in 2024 is a complex dance among low locked-in rates, rising current rates, and limited inventory ..read more
Bedel Financial Consulting | Bedel Blog
1w ago
Retirees can maximize their retirement wealth by implementing tax-efficient strategies such as Roth conversions, realizing gains in the 0% bracket, and withdrawing pre-tax funds in the 10 and 12% brackets ..read more
Bedel Financial Consulting | Bedel Blog
1w ago
The CTA was enacted in 2021 to combat criminal activity, such as money laundering, tax fraud, and financing of terrorism ..read more
Bedel Financial Consulting | Bedel Blog
3w ago
Eli Lilly's future holds immense potential, but a balanced perspective is crucial. While Mounjaro/Zepbound's success and potential Medicare coverage are exciting developments, the impact of price negotiations, administrative hurdles, and overall effectiveness requires careful consideration ..read more
Bedel Financial Consulting | Bedel Blog
1M ago
To qualify for a 1031 exchange, a few characteristics must be met. First, the property that you are selling (known as the relinquished property) and the property that you are purchasing (known as the replacement property) must be what the IRS deems “like-kind ..read more
Bedel Financial Consulting | Bedel Blog
1M ago
While we may not be able to rely on a 10%-per-quarter pace from equities, there is still much to celebrate in how far we've come from peak inflation in 2022 and the economy's strength in early 2024 ..read more
Bedel Financial Consulting | Bedel Blog
1M ago
When factoring in mortgage rates, the story does not look better. Mortgage rates have increased from 2.79% to 6.5%, with rates peaking in October 2023 at 7.7%. While this does not impact the down payment needed for a home, it greatly affects the monthly payment ..read more
Bedel Financial Consulting | Bedel Blog
1M ago
As hiring and retaining talented employees becomes increasingly competitive, it is not uncommon to see employers issue stock to their employees as an incentive. Due to this growing trend, it is also common to see individuals with a high concentration of employer stock within their sponsored retirement accounts ..read more
Bedel Financial Consulting | Bedel Blog
2M ago
The Kiddie Tax applies to children under 19 years old and full-time students under 24 who don't support themselves financially. The tax is assessed on unearned income received by children who meet previously noted age requirements ..read more