
Unveiling the 2024 SIMPLE IRA Changes
As we step into 2024, we have some changes in the realm of SIMPLE IRAs. These changes demand attention, especially for CPAs seeking to guide their clients through the details
As we step into 2024, we have some changes in the realm of SIMPLE IRAs. These changes demand attention, especially for CPAs seeking to guide their clients through the details
Are you considering making a gift to a charity or perhaps your Alma Mater? Consider using pre-tax IRA dollars and perhaps a Charitable Gift Annuity. If you are 70 ½
It’s Fall, our favorite time of the year! Football, Fishing, Rangers and Cowboys – what’s not to love? What’s your favorite Thanksgiving recipe? RFG October Newsletter ’23 relayto.com For best
We’re pleased to present the RFG Summer Newsletter, written with you in mind. Here are a few sneak peeks at what’s happening with RFG this Summer. Chris Robinson: Graduation, trucks,
We’re pleased to present the RFG Fall Newsletter, written with you in mind. Here are a few sneak peeks at what’s going with RFG this Fall. Chris Robinson: Football quarterback,
Welcome to Summer! Our RFG team has been busy the past few months with work and play. Join us here for a few personal tidbits about our team and our
Travel is opening for lots of the world, and the RFG team is no exception. Mike and I recently completed a Rhine River Cruise we’d planned for March of 2020.
Hello and welcome to the fall edition of our RFG Wealth Advisory newsletter. This newsletter is designed to keep you informed about the team at RFG. Read Newsletter
Hello and welcome to the summer edition of our RFG Wealth Advisory newsletter. This newsletter is designed to keep you informed about the team at RFG. Read Newsletter
“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.”
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