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

Are Your IRA Beneficiaries Set Up Correctly?

Don’t Let a Simple Mistake Derail Your Legacy When you’re in your 50s to 60s, your financial life often becomes more complex, juggling retirement planning, helping aging parents, supporting adult children, or managing your own investments. Planning for multiple beneficiaries may not make it to the top of your financial planning list. One area that’s […]

60-Day IRA Rollover Deadline Missed- Here’s What You Can Do

Life Happens — But That Missed Rollover Doesn’t Have to Cost You If you’ve recently withdrawn funds from your retirement account intending to complete a 60-day rollover but missed the deadline, you’re not alone. Mistakes, delays, and life events happen. Unfortunately, missing the window could mean your rollover is treated as a taxable distribution and […]

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Secure 2.0 New Spouse Inheritance Rules Could Affect Your Retirement Plan

If you’re inheriting an IRA—or planning for your spouse to inherit yours—it’s critical to understand how recent changes under SECURE Act 2.0 could impact your financial future. When a spouse inherits an IRA, it might seem like a straightforward process. But with the introduction of new rules, your decisions now carry more weight than ever—especially […]

HSAs’-How to make Smarter Decisions for Tax-Deferred Savings on Healthcare Costs

As healthcare expenses continue to rise, it’s more important than ever to find tax-efficient ways to prepare for medical costs—both now and in the future. One powerful, often underutilized tool is the Health Savings Account (HSA). If you’re enrolled in a High-Deductible Health Plan (HDHP), you may be eligible to contribute to an HSA, which […]

Inherited an IRA? How to Avoid These Common and Costly Mistakes

If you’ve recently inherited an IRA from a loved one, please know we’re here to support you. This kind of inheritance can be both a meaningful gift and a complex responsibility. It’s critical to understand your options before making any decisions, because inherited IRAs come with a unique set of rules that vary depending on […]

“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.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

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