Planning Commentary
May 15, 2016
Qualified Charitable Distributions—What’s the Fuss? Funding Charitable Gifts from an IRA via the QCD
The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 […]
April 15, 2016
Each day approximately 10,000 Americans reach the age of 65. While this is cause for […]
April 15, 2016
What is an IRMAA and does it impact me? IRMAA stands for Income-Related Monthly Adjustment […]
January 28, 2016
The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security […]
November 28, 2015
Alzheimer’s is a debilitating disease that affects many of us. I lost both my mother […]
September 15, 2015
All that glitters isn’t gold … it’s true. Of late, it seems investors may have […]
August 28, 2015
Bragg Client Advisor Mary Lou Daly, CPA, CFP®, helps viewers navigate the process of enrolling […]
July 28, 2015
In the past, most consumers’ monthly subscriptions were newspapers and a house phone line. (I […]
Donor-Advised Funds