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Bragg Commentary

The following page includes a variety of financial, estate, and insurance planning topics that we think you may find useful or of interest. Some are articles written by a member of the Bragg Financial team; others are edited excerpts of actual email conversations with clients. This information is not intended to be specific advice for your situation, and in some cases may offer an incomplete review of the subject. Please consult with your tax professional or other advisors to determine if these ideas make sense for you.

 

Estate & Charitable Planning

IRA Gifts to Charity and the Pension Protection Act 2006
July 2006
by John Bragg
Charitable Remainder Trusts: The Giving is Good
December 2000
Phillips Bragg
Charitable Planning: Basic Problems & Solutions
by Phillips Bragg
Giving Via Beneficiary Designation
Phillips Bragg

Timeless Articles

Market Ignores "Hand Wringing" Problems
October 2006
by J. Frank Bragg
You Can't Have Your Money And Spend It, Too (PDF)
October 2001
by Phillips Bragg
Daddy Missed the Tech Boom
December 2000
by J. Frank Bragg

Financial & Income Tax Planning

Roth IRAs for Everyone
March 2010
by Phillips Bragg
2009 & 2010 Retirement Plan Limits (PDF)
December 2010
Does Diversification Still Work
June 30, 2009
by Benton Bragg
Special Tax Incentives for Landowners Extended Through 2009!
February 2009
by Phillips Bragg
2008 & 2009 IRA Contribution Limits (PDF)
February 2009
529 College Savings Plan Tax Benefits Extended
August 2006
by Benton Bragg
Pension Protection Act of 2006 (PDF)
August 2006
by John Bragg