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

Avoid IRA Tax Traps: Why Your IRA Isn’t Really Yours

Avoid IRA Tax Traps: Why Your IRA Isn’t Really Yours Think your IRA is all yours? Think again. For many retirees and pre-retirees, an IRA feels like personal savings — money you worked hard to earn and set aside for the future. But under U.S. tax law, an IRA is effectively a joint account with […]

Beneficiary Forms That Override Your Will | Argyle, TX Wealth Advisors

Beneficiary Forms: The Most Overlooked Document in Your Financial Plan Life changes quickly. Marriage. Divorce. A new child or grandchild. The passing of a loved one. Career transitions. Retirement. Yet one of the most important financial documents most people have—the beneficiary form—often stays untouched for years, sometimes decades. That single oversight can quietly undo even […]

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New RMD Rules Explained for Texas Retirees

New RMD Rules Are Here: What the Latest IRS Guidance Means for You In July 2024, the IRS released long-awaited final regulations under the original SECURE Act along with proposed regulations under SECURE 2.0. These updates bring much-needed clarity to required minimum distribution (RMD) rules that have caused years of confusion—especially for beneficiaries of inherited […]

A Good Year Can Cost More Than You Think: Understanding Health Care Taxes for High Earners

A Good Year Can Cost More Than You Think: Understanding Health Care Taxes for High Earners When most people hear “health care taxes,” they assume it’s something they’ll deal with later—or something that only affects retirees. In reality, many successful professionals and business owners are paying more than necessary today in Medicare surtaxes for high […]

60-Day Rollovers: What High Earners Need to Know Before Moving Retirement Funds

60-Day Rollovers Explained: What High Earners Need to Know Before Moving Retirement Funds If you’re moving money from a retirement plan into an IRA there are guidelines you should know. Whether moving funds after a job change, retirement, or to reposition assets for better tax efficiency—how you execute the rollover matters just as much as […]

“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.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.

RFG Wealth Advisory
130 Old Town Blvd., S, Ste. 100
Argyle, TX 76226

940-464-4104