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

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...

Blocks with letters RMD on them.

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...

Wrapped gift box

Maximize Your Giving Potential with Qualified Charitable Distributions (QCDs)

As we move toward year-end, many people are in the giving spirit. They are looking for ways to make an...

Roth IRA graphic

Avoid Costly Tax Surprises on Your Roth IRA Distributions

When you opened your Roth IRA, you probably assumed all future distributions would be tax-free. After all, that’s one of...

IRA Prohibited Transactions

Protecting an IRA from Prohibited Transactions

Are you aware of what constitutes prohibited IRA transactions as an IRA owner? Many IRA holders unknowingly engage in activities...

“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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