Ed Slott’s IRA Corner

What is an Ed Slott Elite Advisor?

Ed Slott and Company is the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country.

Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis.

Chris Robinson, Lead Advisor for RFG Wealth Advisory, is a member of the Ed Slott Elite Advisor Group and trains monthly with this organization.

Latest Slott Reports

Choose the Best Tools for Your Legacy: Roth IRAs and Life Insurance

When it comes to crafting a meaningful and tax-efficient legacy for your loved ones, Roth IRAs and life insurance policies are two powerful tools that share a similar goal: transferring wealth across generations. However, they operate under fundamentally different rules—and understanding how those differences affect your estate plan can make a significant impact. Drawing on […]

The Hidden IRA Trap that Could Wipe Out Your Retirement Overnight

Here’s something many seasoned investors don’t realize: even well-intentioned moves within an IRA can trigger devastating consequences—without warning. If an IRA owner, their family member, or any “disqualified person” benefits improperly from retirement account activity, that’s a prohibited transaction—and the repercussions are severe. The IRS views such actions as a violation of the IRA’s intended […]

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Should You Convert to a Roth IRA Before Turning 73?

As you approach age 73, it’s normal to feel the weight of financial decisions swirling around Required Minimum Distributions (RMDs). With the new RMD age now starting at 73 thanks to the SECURE 2.0 Act, this is a timely moment to reconsider whether a Roth IRA conversion could give you more control and tax flexibility […]

Protect Your Financial Future During Divorce

Divorce is an emotionally charged and complex process. While emotions often take center stage, the financial consequences of a divorce—particularly regarding retirement accounts—can have a long-lasting impact on your financial well-being. Make sure you avoid taxes & penalties in a divorce. At RFG Wealth Advisory, we understand how easy it is to make costly mistakes […]

Maximize Your Retirement Savings in 2025

As we enter 2025, now is the perfect time to revisit your retirement savings strategy. 2025 Retirement Plan Contribution Limits have been updated. With updated contribution limits and new opportunities introduced by recent inflation adjustments, this year offers several ways to optimize your savings and secure a more comfortable retirement. Whether your goal is to […]

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

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