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

Why Turning Down an Inheritance Can Be a Smart Estate Planning Move

When Saying “No” to an Inheritance May Be the Smartest Move Most people assume that when an inheritance comes their way, the only sensible answer is to accept it. In real life, it is not always that simple. Turning down an inheritance can sometimes be the best move. Discover why. I have worked with families […]

The Roth Conversion Myth That Could Cost You More Than Taxes

Rethinking the “Opportunity Cost” of Roth Conversions When I talk with investors about Roth conversions, one objection comes up again and again: “If I use outside funds to pay the taxes, haven’t I lost the chance to invest that money?” It sounds reasonable at first. After all, if money leaves your investment account to pay […]

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529 Plan or Roth IRA? A Smarter Education Funding Strategy

New Rules on Education Funding Every Family Should Understand Back-to-school season has a way of sharpening our focus. Maybe you’re buying school supplies for your children, helping a grandchild get ready for the fall semester, or simply looking at how quickly the years are passing and realizing college is not as far away as it […]

How to Make Your IRA Gifts Go Further

A Smarter Way to Use IRA Assets for Charitable Giving Video Summary Giving to causes you care about can be one of the most meaningful parts of a financial plan. But when charitable giving involves IRA assets, even small decisions can have a major impact on taxes, beneficiary outcomes, and the overall efficiency of your […]

New Exceptions to the 10% Early Withdrawal Penalty for Retirement Accounts

New Exceptions to the 10% Early Withdrawal Penalty: What Pre-Retirees Should Know Video Summary Retirement accounts are designed to support your future income, not short-term spending. In most cases, the longer those assets remain invested, the more opportunity they have to grow and support you later in life. Still, real life does not always wait […]

“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 CRS, available at the bottom of this page.

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

940-464-4104