Retirement 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 […]
July 15, 2017
The Short Answer: Bear the risks you can afford; insure those you can’t. At Bragg […]
May 15, 2017
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 […]
April 15, 2016
Each day approximately 10,000 Americans reach the age of 65. While this is cause for […]
Reconsidering the Source of Your Charitable Contributions in 2020