Retirement Planning

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

Frequently Asked Questions about Medicare

Each day approximately 10,000 Americans reach the age of 65. While this is cause for […]
April 15, 2016

Medicare IRMAAs

What is an IRMAA and does it impact me? IRMAA stands for Income-Related Monthly Adjustment […]
January 28, 2016

Social Security and the Bipartisan Budget Act of 2015

The recently-passed Bipartisan Budget Act of 2015 eliminates two presumably unintended but popular Social Security […]
August 28, 2015

Medicare Decisions

Bragg Client Advisor Mary Lou Daly, CPA, CFP®, helps viewers navigate the process of enrolling […]
April 28, 2015

Retirement Under Construction

Retirement “ain’t what it used to be,” or likely isn’t what we thought it would […]
March 28, 2015

Turning 64

As my children grow older, it seems life moves a little faster each year. In […]
December 1, 2014

Roth IRAs for Everyone

What is a Roth IRA and why is it such a great deal? Since its […]