Ed Slott’s IRA Corner

What is an Ed Slott Elite Advisor?

Ed Slott and Company is the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country.

Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis.

Chris Robinson, Lead Advisor for RFG Wealth Advisory, is a member of the Ed Slott Elite Advisor Group and trains monthly with this organization.

Latest Slott Reports

Health Savings Account Triple Tax Advantage – Is It For You?

How a Health Savings Account (HSA) Can Protect Your Wallet and Your Future Rising healthcare costs are a reality—but paying for them doesn’t have to drain your savings. Have you considered how a Health Savings Account (HSA) could help you manage medical expenses while giving you a powerful tax advantage? HSAs are one of the […]

How a Roth IRA for Kids Could Turn into $1 Million

How a Roth IRA for Kids Could Turn Small Savings Into $1 Million Can children have IRAs? Yes—children can have IRAs, and there is no minimum age requirement. The key qualification is that the child must have earned income. For families focused on long-term financial success, this creates a powerful opportunity. Starting early allows children […]

Get the Latest IRA Reports

Subscribe below to get Ed Slott’s IRA Reports in your inbox.

Avoid the 5 Most Common Spousal Beneficiary Mistakes

Avoid the 5 Most Common Spousal Beneficiary Mistakes With an Inherited IRA Video Summary Here When a spouse passes away, the emotional toll can make even simple financial decisions feel overwhelming. Unfortunately, some of the most important decisions about retirement accounts must often be made during this difficult time. If you inherit an IRA from […]

Avoid These 10 Common IRA Rollover Mistakes That Could Cost You Taxes and Penalties

Avoid These 10 Common IRA Rollover Mistakes That Could Cost You Taxes and Penalties Watch the Video Summary Here When you’ve spent decades building retirement savings, the last thing you want is an IRA Rollover mistake triggering unexpected taxes or penalties. Yet IRA rollovers are one of the most common places we see costly errors—especially […]

2026 Retirement Plan Contribution Limits: What High-Income Earners Need to Know

2026 Retirement Plan Contribution Limits: What High-Income Earners in North Texas Need to Know Annual IRS inflation adjustments have once again increased retirement contribution limits for 2026. For high-income professionals, business owners, and peak earners throughout North Texas, these changes create meaningful planning opportunities — particularly for tax deferral, Roth strategies, and late-career acceleration. Below […]

“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.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.

RFG Wealth Advisory
130 Old Town Blvd., S, Ste. 100
Argyle, TX 76226

940-464-4104