Planning Commentary

August 13, 2021

Tax Changes Looming?

Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
July 10, 2021

Do I Need a Revocable Trust?

Many years ago, my husband and I drafted our estate documents after our first child […]
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

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 […]