Don’t Let a Simple Mistake Derail Your Legacy When you’re in your 50s to 60s, your financial life often becomes...
Read MoreEd 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.
Don’t Let a Simple Mistake Derail Your Legacy When you’re in your 50s to 60s, your financial life often becomes...
Read MoreLife Happens — But That Missed Rollover Doesn’t Have to Cost You If you’ve recently withdrawn funds from your retirement...
Read MoreIf you’re inheriting an IRA—or planning for your spouse to inherit yours—it’s critical to understand how recent changes under SECURE...
Read MoreAs healthcare expenses continue to rise, it’s more important than ever to find tax-efficient ways to prepare for medical costs—both...
Read MoreIf you’ve recently inherited an IRA from a loved one, please know we’re here to support you. This kind of...
Read MoreAs parents and grandparents, we’re always looking for ways to give our children or grandchildren a strong start in life....
Read MoreIf you’ve recently inherited an IRA from a loved one, please know we’re here to support you. This kind of...
Read MoreWe’ve all heard the saying, “Nothing is certain except death and taxes.” But if you’re married, there will come a...
Read MoreRolling over an IRA can be a smart financial move, whether you’re changing jobs, consolidating retirement accounts, or inheriting an...
Read MoreIn July 2024, the IRS released critical updates to required minimum distribution (RMD) regulations under the 2020 SECURE Act, as...
Read More“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.”
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