Estate Archives – Page 2 of 2 – RFG Wealth Advisory

Protect your legacy with beneficiary information.

Beneficiary Form Checklist Opportunities

Written by Chris Robinson on February 15, 2024. Posted in Ed Slott's IRA Corner, Estate.

Marriage, divorce, birth, and death are all significant experiences that alter our lives. While consumed by the emotions...

beneficiary forms checklist, birth, death, divorce, marriage

Maximize Your Future Using Our Year-End Financial Checklist

Written by Chris Robinson on November 15, 2023. Posted in Ed Slott's IRA Corner, Estate, IRA.

The holiday season is in full swing, marked by festivities, celebrations, and a whirlwind of to-dos. Amidst the joyful...

estate planning, financial year-end checklist, investment portfolio review, retirement opportunities, tax planning

picture of 100 dollar bills and word charitable giving on a slip of paper

Qualified Charitable Distributions can be a Win/Win

Written by Chris Robinson on October 4, 2023. Posted in Ed Slott's IRA Corner, Estate.

As the holiday season approaches, we often find ourselves in a giving spirit. One way to make a meaningful impact is by...

navigate QCDs, qualified charitable distribution, tax saving

Maximizing Your Charitable IRA Beneficiary Designations

Written by Chris Robinson on July 6, 2023. Posted in Ed Slott's IRA Corner, Estate.

At RFG Wealth Advisory in Argyle, TX, we specialize in helping our clients navigate the complexities of estate planning,...

beneficiary designations, charity, IRA beneficiary, nonprofit organization

Should You Update Beneficiary Forms Now?

Written by Chris Robinson on February 8, 2023. Posted in Ed Slott's IRA Corner, Estate.

Marriage, divorce, birth, and death are all significant experiences that alter our lives. While consumed by the emotions...

alter our beneficiaries, birth, death, divorce, marriage

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