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.
Medicare surtax for high earners

A Good Year Can Cost More Than You Think: Understanding Health Care Taxes for High Earners

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

A Good Year Can Cost More Than You Think: Understanding Health Care Taxes for High Earners When most people hear “health...

3.8% surtax, concentrated stock sale, exceptional market year, income timing strategies, liquidity event, medicare taxes for high earners, passive income, roth conversions, salary deferrals, tax-efficient investment placement, what income counts toward health care taxes

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2025 Tax Savings with Net Unrealized Appreciation (NUA)

2025 Tax Savings with Net Unrealized Appreciation (NUA)

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

 Tax Savings with Net Unrealized Appreciation (NUA) A Smart Strategy for Executives & Business Owners Arthur Godfrey...

can NUA create tax diversification in retirement, can NUA reduce my 2025 tax bill, NUA for business owners, NUA for corporate executives, NUA for high-income earners, NUA for pre-retirees, why NUA must be timed perfectly

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How OBBBA Reshapes Charitable Giving

How OBBBA Reshapes Charitable Giving

Written by Chris Robinson on . Posted in Tax.

How OBBBA Reshapes Charitable Giving Starting in 2026, the One Big Beautiful Bill Act (OBBBA) brings significant changes...

Alternative giving strategies using donor advised funds, charitable trusts, consider pre-funding large or multi-year gifts in 2025, estate and gift-tax planning, integrated planning under OBBBA for 2025 and 2026, OBBBA changes for corporate giving, OBBBA changes for itemizers, OBBBA changes for non-itemizers, proactive, qualified charitable donations, schedule a review with your wealth advisory

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QCDs Qualified Charitable Donations 2026

The Hidden Retirement Giving Strategy That Can Cut Taxes This Christmas: Qualified Charitable Distributions 2025

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

How to Give Smarter This Holiday Season: The IRA Strategy Every Retiree Should Know As we enter the holiday season, generosity...

charitable giving, ira charitable giving, QCD 2025, qualified charitable distribution, retirement planning, RMD strategies, SECURE 2.0, tax-efficient giving

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