Retirement Planning
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 […]
April 15, 2016
What is an IRMAA and does it impact me? IRMAA stands for Income-Related Monthly Adjustment […]
January 28, 2016
The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security […]
August 28, 2015
Bragg Client Advisor Mary Lou Daly, CPA, CFP®, helps viewers navigate the process of enrolling […]
April 28, 2015
Retirement “ain’t what it used to be,” or likely isn’t what we thought it would […]
March 28, 2015
Should I Buy Long-Term Care Insurance?