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.
Roth conversion opportunity cost

The Roth Conversion Myth That Could Cost You More Than Taxes

Written by Chris Robinson on . Posted in Ed Slott's IRA Corner, Tax.

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

Written by Chris Robinson on . Posted in Ed Slott's IRA Corner, IRA.

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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Company Retirement Plan Options

What to Do with a Company Retirement Plan When Changing Jobs or Retiring

Written by Chris Robinson on . Posted in Ed Slott's IRA Corner, IRA.

What to Do with a Company Retirement Plan When Changing Jobs or Retiring Video Summary Changing jobs or preparing for...

assuming on option is your best option without consulting an expert, convert some assets to a ROTH, leave assets in company plan, missing time-sensitive tax-saving strategies, move assets to new employer's plan, roll over assets into an IRA, take a lump-sum distribution, tax impact on distributions

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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.

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