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

A Good Year Can Cost More Than You Think: Understanding Health Care Taxes for High Earners

A Good Year Can Cost More Than You Think: Understanding Health Care Taxes for High Earners When most people hear “health care taxes,” they assume it’s something they’ll deal with later—or something that only affects retirees. In reality, many successful professionals and business owners are paying more than necessary today in Medicare surtaxes for high […]

60-Day Rollovers: What High Earners Need to Know Before Moving Retirement Funds

60-Day Rollovers Explained: What High Earners Need to Know Before Moving Retirement Funds If you’re moving money from a retirement plan into an IRA there are guidelines you should know. Whether moving funds after a job change, retirement, or to reposition assets for better tax efficiency—how you execute the rollover matters just as much as […]

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2025 Year-End Financial Checklist: Everyone Should Review

2025 Year-End Financial Checklist: What Everyone Should Review Before 2026 With the holiday season upon us, your calendar is probably filled with meetings, events, travel plans, and family commitments. But while the year’s final weeks are often hectic, they’re also one of the most important times to review your financial life. For high-income earners, executives, […]

2025 Tax Savings with Net Unrealized Appreciation (NUA)

Tax Savings with Net Unrealized Appreciation (NUA) A Smart Strategy for Executives & Business Owners Arthur Godfrey once joked, “I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” If you’re a high-earner, business owner, or corporate executive, you likely feel the […]

Your Health Savings Account Triple Tax Advantage

HSA Triple Tax Advantages A Health Savings Account (HSA) can be a powerful financial tool when used correctly. It offers triple tax advantages—tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. However, many people aren’t sure how or when to take distributions, what records to keep, or how to use their HSA for […]

“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.

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

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

940-464-4104