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Bedel Blog
The Nanny Tax. How Does it Work?
Beyond providing peace of mind, paying a nanny legally also helps them build credits with Social...
Traditional vs. Roth IRAs
Between now and April 15th, millions of taxpayers can make a 2024 or 2025 IRA contribution....
Inheriting an Inherited IRA
Two of the most notable changes of the SECURE Act were the elimination of the "stretch" provision...
How to Access Retirement Funds Before Age 59 1/2
Each method has its own rules and consequences for breaking them, so it is best to solicit advice...
GenNeXt Blog
Where Are You Putting All That Cash?
With the Federal Reserve’s rapid interest rate increases, more options exist for your cash to...
Instant Gratification? Not So Fast
It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to...
The Lost Years: The Untold Truth About Your 30s
What people fail to talk about is how this phase of life is expensive and can easily throw a...
Important 529 Plan Changes
Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...
BEDEL BAROMETER
Last updated February 2025
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year