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
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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) […]
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 […]
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 […]
April 6, 2020

COVID-19 Tax Update: Deadlines Extended and More

In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]