January 13, 2022
What is an RMD? We have good news! The IRS has reduced the amount that […]
September 29, 2021
2021 has been another year of unknowns. Among those is what income tax and estate […]
February 12, 2021
At Bragg, we are always looking for opportunities to help our clients save (and invest) […]
June 30, 2020
ORIGINALLY PUBLISHED APRIL 2020, UPDATED JUNE 2020 As noted in our original article dated April […]
April 28, 2020
Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
April 6, 2020
In response to COVID-19, the US Treasury automatically extended the federal income tax filing due […]
February 11, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
February 10, 2020
This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
What Does It Mean to be Tax Diversified?