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

Navigate the New RMD Rules with Confidence

In July 2024, the IRS released critical updates to required minimum distribution (RMD) regulations under the 2020 SECURE Act, as...

Protect your legacy with beneficiary information.

Protect Your Legacy: Review Your Beneficiaries Today

Life can change in an instant. Milestones like getting married, the birth of a child, divorce, or the loss of...

File folder with word Taxes

Maximize Tax Savings with Net Unrealized Appreciation (NUA)

If you own company stock as part of your retirement plan, you may have the opportunity to reduce your tax...

Rollover IRA on notebook

Avoid 60-Day IRA Rollover Mistakes

Rolling over retirement savings plans to an IRA is a common strategy, whether you are transitioning to a new company...

Happy Senior couples

Navigating Health Care Taxes

As you approach retirement, it’s important to be aware of potential health care taxes that could affect your healthcare costs,...

End of Year Checklist

End-of-Year Checklist

With the holiday season upon us, your to-do list might seem endless. Avoid letting the chaos distract you from your...

Health Savings Accounts statement

Maximizing Your Health Savings Account (HSA) for Long-Term Benefits

Health Savings Accounts (HSAs) are powerful tools that allow you to save for future medical expenses. Plus, they offering significant...

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Annual RMDs for Certain Beneficiaries Kick in Soon

Monday, November 11, 2024 By Ian Berger, JD IRA Analyst The get-out-of-jail card that has allowed many IRA and plan...

A wide image depicting a formal document labeled 'Inheritance' on a wooden table. The document has a bold red 'X' marked across it, symbolizing reject

Can You Decline An Inheritance?

When someone passes away, their heirs are often left with assets like money, property or valuable items. Most people are...

Blocks with letters RMD on them.

Don’t Let a Missed RMD Wreck Your Retirement Plans

Finally reaching the point where you can withdraw money from your retirement account should feel like a reward for years...

“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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