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

Inherited IRA? Avoid These Common – and Costly – Mistakes

If you’ve recently inherited an IRA from a loved one, please know we’re here to support you. This kind of inheritance can be both a meaningful gift and a complex responsibility. It’s critical to understand your options before making any decisions—because inherited IRAs come with a unique set of rules that vary depending on your […]

Avoiding Costly Mistakes as a Spousal Beneficiary

We’ve all heard the saying, “Nothing is certain except death and taxes.” But if you’re married, there will come a time when you or your spouse will have to navigate a difficult reality—losing a loved one and making critical financial decisions. Avoiding Costly Mistakes as a Spousal Beneficiary is critical. One of surviving spouses’ most […]

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Avoid Costly IRA Rollover Mistakes

Rolling over an IRA can be a smart financial move, whether you’re changing jobs, consolidating retirement accounts, or inheriting an IRA from a spouse. However, rollovers come with complex rules, and making a mistake can lead to unexpected taxes, penalties, and loss of retirement savings. To help you navigate the process, here are ten of […]

Navigate the New RMD Rules with Confidence

In July 2024, the IRS released critical updates to required minimum distribution (RMD) regulations under the 2020 SECURE Act, as well as proposed regulations under the SECURE 2.0 Act of 2022. Effective starting in 2025, these updates clarify several areas of confusion, including trust beneficiaries, spousal rollover rules, and the 10-year payout rule for non-spouse […]

Protect Your Legacy: Review Your Beneficiaries Today

Life can change in an instant. Milestones like getting married, the birth of a child, divorce, or the loss of a loved one are often filled with a whirlwind of emotions and responsibilities. During these moments, tasks like updating beneficiary forms rarely make it to the top of your to-do list. However, neglecting this crucial […]

“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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