If you’re evaluating whether a Roth IRA conversion makes sense, you’ve likely heard one of the most persistent myths: paying the tax up front on a conversion means losing out
If you’re helping your family plan for college this fall, you may already know that 529 plans provide great tax-free savings for education. But thanks to updates from the SECURE 2.0
It may seem counterintuitive, but there are situations where choosing not to accept an inheritance can be the smartest move. Tax reasons, impacts on your own estate planning, or unintended
Accessing your retirement funds before age 59½ might seem like a last resort. Still, sometimes life throws unexpected challenges our way—medical bills, education costs, a job loss, or even helping
If you’re passionate about making a lasting difference—both for your loved ones and the causes you care about—then using your IRA to benefit a charity may be a smart and
Inheritance can be a powerful way to preserve the legacy of loved ones while shaping the financial future of generations to come. However, the emotional weight of inheriting or passing
Your estate plan is a personal and powerful way to protect everything you’ve worked so hard for. Whether you’re just beginning to explore your options or have already taken steps
2025 has begun with a BANG! Join us here for some of our adventures! RFG Wealth Advisory – Team News February 2025 Click the picture above to enjoy. This newsletter
Managing healthcare costs can be challenging, but a Health Savings Account (HSA) is one way to make saving for future healthcare needs simpler and more affordable. These accounts are designed
