Income Tax Planning

September 17, 2021

You Could Have $0 Taxable Income in 2021

You Could Have $0 Taxable Income in 2021. (And zero or reduced IRA required distributions […]
August 13, 2021

Tax Changes Looming?

Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
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) […]
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 […]
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 […]
June 18, 2020

Planning in a Low Interest Rate Environment

To say 2020 has been a challenging year is surely an understatement, and we are […]
April 28, 2020

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]