Bedel Blog

The direct damage caused by war and conflict is clear and obvious in the nations involved. The indirect economic damage can also be immense in those countries as they often are restricted or limited in international global trade.

Is one better than the other? Which one is right for you and your family? This is a highly individualized decision. The right solution for one person might not be ideal for someone else. What are the differences between COBRA and Marketplace health insurance?

Many times, umbrella coverage is overlooked. Unlike homeowner, auto, and health insurance, umbrella policies are not required by law. However, this does not make umbrella liability coverage any less important. The best part is that umbrella coverage is cost-effective and relatively inexpensive!

Since they last raised rates in July 2023, the Fed has kept rates at their current level while inflation has declined significantly, employment has remained healthy, and GDP looks to be growing near 3%.

Since the SECURE Act became law, Inherited IRAs have become exceedingly more complicated. The Final Regulations from the IRS for inherited IRAs only amplify the difficulty.

Investors who prioritize diversification and maintain a long-term perspective are better equipped to navigate the ever-changing market landscape.

You can contribute pre-tax dollars, invest the funds while enjoying tax-free growth, and withdraw the funds free of tax if used for qualified medical expenses.

Taxpayers underwent a dramatic change in late 2017 with the passage of the Tax Cuts and Jobs Act (TCJA). In another two years, we may undergo another dramatic shift.

Private equity presents an enticing proposition for investors seeking enhanced returns and diversification beyond traditional asset classes.

Awareness of gift tax rules is imperative when structuring a strategy. Whether gifting to adult family members or children, there are many ways to find a balanced approach to transferring assets.

Many factors impact the return of the S&P 500. This would include wars, pandemics, and geopolitical circumstances that are not always in control of the president.

A couple of withdrawal strategies that should be considered are the Roth conversion and harvesting of capital gains. Both strategies involve the recognition of income, though the tax impact is quite different.