April 18, 2023

Overfunded 529 Plan?

Do you find yourself with more money in a 529 plan than your plan beneficiary […]
March 22, 2023

SECURE Act 2.0—A Boost for Retirement Savers

In late 2022, before closing shop for the holidays, Congress passed the SECURE Act 2.0. […]
September 26, 2022

Your 2022 Year-End Planning Checklist

Fall is Here—Time to Get Your Financial House in Order Just as “Spring Cleaning” means […]
August 30, 2022
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Roth Conversions: One Proactive Measure During Bear Markets

The first half of 2022 certainly tested the patience of investors. Both stock and bond […]
July 8, 2022

Inherited IRAs: Update to the Ten-year Window for Non-Spouses

The SECURE Act of 2019 eliminated the stretch provisions of the inherited IRA for most […]
March 9, 2022

What Does It Mean to be Tax Diversified?

We spent much of 2021 watching the news, wringing our hands, and waiting for the […]
January 13, 2022
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New RMD Tables in 2022—A (Small) Tax Break from the IRS

What is an RMD? We have good news! The IRS has reduced the amount that […]
September 29, 2021

Your 2021 Year-End Planning Checklist

2021 has been another year of unknowns. Among those is what income tax and estate […]
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) […]