Retirement Planning

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 […]
February 10, 2020

IRA Required Minimum Distributions: The Basics for 2020

This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
March 15, 2019

Saving for Retirement—A Second Chance

Sometimes life gets in the way of our long-term financial goals. This is especially the […]
June 10, 2018

Over Age 70 1/2? Consider a QCD for your IRA RMD

IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
May 20, 2018

Three Types of Help for Seniors

In my last article I wrote about choosing a continuing care retirement community and the differences among […]
July 15, 2017

Should I Buy Long-Term Care Insurance?

The Short Answer: Bear the risks you can afford; insure those you can’t. At Bragg […]
May 15, 2017

Choosing a Retirement Community: Navigating the Choices

We’ve all heard it: “Be sure to move while you can still walk in.” That […]
May 15, 2016

Qualified Charitable Distributions—What’s the Fuss? Funding Charitable Gifts from an IRA via the QCD

The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 […]