Chris Robinson

Chris Robinson is the managing partner and founder of RFG Wealth Advisory, which he founded in 1995. He is a current resident of Argyle and native of Denton, Texas.
year-end-financial-planning-before-2027

Year-End Financial Planning Checklist: Key Retirement and Tax Moves Before 2027

As 2026 comes to a close, it is worth taking a careful look at your retirement plan, tax picture, estate documents, charitable...

2027 financial planning, beneficiary planning, estate planning, financial planning, investment management, QCDs, qualified charitable distributions, required minimum distributions, Retirement Income, retirement planning, RMDs, roth conversion, tax planning, wealth management, year-end planning

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net unrealized appreciation NUA

Net Unrealized Appreciation (NUA): How Company Stock in a 401(k) Can Create a Tax Planning Opportunity

If you own company stock inside a 401(k) or other qualified employer retirement plan, you may have a valuable tax planning...

401k rollover to IRA, Argyle Texas financial advisor, capital gains tax retirement, company stock in 401k, concentrated stock position, Dallas Fort Worth retirement planning, employer securities, estate planning, executive retirement planning, financial planning, high net worth retirement planning, long term capital gains, lump sum distribution, net investment income tax, net unrealized appreciation, NUA, NUA strategy, NUA triggering events, reduce taxes in retirement, required minimum distributions, retirement tax planning, RFG Wealth Advisory, tax planning

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tax on Roth IRA distributions

Tax On Roth IRA Distributions? The 5 Steps That Decide

How Much Tax Is Owed on Roth IRA Distributions? The 5 Steps That Decide Roth IRAs are built for tax-free income in retirement,...

10% early distribution penalty, Argyle Texas financial advisor, financial planning, five-year rule, IRA distribution rules, qualified Roth distribution, retirement income planning, retirement tax planning, RFG Wealth Advisory, Roth 401k rollover, roth conversion, Roth conversion five year rule, Roth IRA 2026, Roth IRA contributions, roth ira distributions, Roth IRA early withdrawal penalty, Roth IRA earnings tax, Roth IRA five year rule, Roth IRA ordering rules, Roth IRA tax, Roth IRA withdrawal rules, tax on Roth distributions, tax planning, tax-free retirement income

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RMD calculation rules 2026

Calculating Your RMD in 5 Easy Steps

Calculating Your RMD in 5 Easy Steps RMD calculation rules 2026: A required minimum distribution (RMD) is the minimum...

401(k) RMD, 403(b) RMD, Argyle Texas financial advisor, beneficiary designations, calculating your RMD, Denton County retirement advisor, estate planning, fee-only fiduciary, financial planning, first RMD April 1, high-net-worth retirement, how to calculate RMD, Inherited IRA, IRA RMD, IRMAA, Joint Life Expectancy Table, Medicare premiums, Required minimum distribution, retirement income planning, retirement planning near me, retirement tax strategy, retirement withdrawal strategy, RFG Wealth Advisory, RMD age, RMD age by birth year, RMD aggregation rules, RMD calculation, RMD deadline, RMD penalty, RMD rules 2026, roth conversion, SECURE 2.0, Social Security taxation, tax planning in retirement, Uniform Lifetime Table, work-optional retirement

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QCDs Qualified Charitable Donations 2026

Qualified Charitable Distributions in 2026: The $111,000 Limit, RMD Rules, and How to Get It Right

Make a Year-End Gift That Benefits You and Your Charity A qualified charitable distribution (QCD) is a direct transfer...

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life-insurance-vs-roth-ira-legacy-planning

3 Critical Differences Between Life Insurance and Roth IRAs for Legacy Planning

 Leaving a Legacy: 3 Key Differences Between Life Insurance and Roth IRAs When I sit down with families who have worked...

estate planning for retirees, financial planning for business owners, inherited Roth IRA rules, leaving a legacy, legacy planning for high earners, life insurance estate tax, Life Insurance vs. Roth IRA, retirement income planning, RFG Wealth Advisory, Roth IRA estate planning, tax-free legacy strategies

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Roth conversion opportunity cost

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...

financial advisor Argyle TX, future tax rates, IRA conversion strategy, re-only financial advisor, retirement tax planning, retirement withdrawal planning, RMD planning, roth conversion, roth ira conversion, rother conversion opportunity cost, tax-efficient retirement income, wealth management

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education funding

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...

529 plan, 529 to Roth IRA rollover, back-to-school financial planning, college savings, education planning, education savings strategies, FAFSA planning, fee-only financial advisor, financial advisor Argyle Texas, retirement and education planning, roth ira, SECURE 2.0

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“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.

Ed Slott is not a current client of RFG Wealth Advisory. RFG Wealth Advisory pays membership fees for access to certain Ed Slott educational materials, resources, and branding. This compensation arrangement creates a conflict of interest because it provides Ed Slott with a financial incentive to endorse RFG Wealth Advisory. The endorsement is not a guarantee of investment performance or future results.

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

940-464-4104

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