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.
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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IRA Prohibited Transactions

The Hidden IRA Trap that Could Wipe Out Your Retirement Overnight

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

Here’s something many seasoned investors don’t realize: even well-intentioned moves within an IRA can trigger devastating...

borrowing from your ira, investing ira funds in a business you control, owning a property with the ira and then renting it to your children, selling property to your ira, using ira funds as collateral for a personal loan

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