Retirement Planning
February 12, 2021
At Bragg, we are always looking for opportunities to help our clients save (and invest) […]
November 14, 2020
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 […]
February 10, 2020
This article applies to IRA owners who were age 70 ½ or older by 12/31/2019. […]
March 15, 2019
Sometimes life gets in the way of our long-term financial goals. This is especially the […]
June 10, 2018
IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
May 20, 2018
In my last article I wrote about choosing a continuing care retirement community and the differences among […]
New RMD Tables in 2022—A (Small) Tax Break from the IRS