Planning Commentary

February 26, 2021

Reduce Your Estate: Wealth Transfer Planning

Any change to the administration in the White House almost always brings change to tax […]
February 12, 2021
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Mega Backdoor Roth Contributions–A Compelling Savings Technique for Some 401(k) Participants

At Bragg, we are always looking for opportunities to help our clients save (and invest) […]
January 4, 2021

The Bragg Client Portal–Our Investors’ Online Access Tool

Note: The online tools and reports outlined in this article are specific to clients of […]
November 14, 2020

HSA vs. FSA vs. HRA

I was not part of the “in” crowd during middle school.  I could not dribble […]
November 6, 2020

Your 2020 Year-End Planning Checklist

While you might be ready to ring in 2021 after this most unusual year, we […]
October 29, 2020

2021 IRS Inflation Adjustments

In October 2020, the IRS released Revenue Procedure 2020-45 (PDF) and Notice 2020-79 (PDF), which detail the tax […]
August 14, 2020

Time to Refinance Your Mortgage!

For those of you lucky enough to be debt-free, congratulations! You can stop reading. For […]
August 10, 2020

Preparing Your Will

You’re finally ready to sit down with an attorney to have your will drafted but […]
June 30, 2020
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The CARES Act and 2020 Required Minimum Distributions

ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]