Retirement Planning

July 16, 2024

Equity Compensation: A Primer on Restricted Stock

As a corporate executive, you likely receive an annual letter detailing your compensation, including a […]
June 1, 2024

The Power of Finfluencers: Buyer Beware

I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
December 6, 2023

An Executive’s Guide to Non-Qualified Deferred Compensation Plans

Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
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. […]
August 30, 2022
Marc Scavo photo

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 […]
February 16, 2022

Create an EPIC Retirement

Preparing for retirement can be exciting and terrifying! At age 55, my husband has started […]
January 13, 2022
Marc Scavo photo

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 […]
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) […]