Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Roth IRA Conversions – What to Consider
We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in...
Episode 27: Farewell, Richard
In this episode we remember Dr. Richard Topel
Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019
Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...
Episode 26: Collaborative Divorce-What Is It?
In this episode we talk about the collaborative divorce process
Beneficiary Bungle
Designating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make...
Episode 25: Pension Power
In this episode we discuss the power of the employer provided pension plan
Say Goodbye to the Restricted Application for Spousal Benefits
2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out....
Charitable Giving Basics
We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful...