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 well as proposed regulations under the SECURE 2.0 Act of 2022. Effective starting in 2025, these updates clarify several areas of confusion, including trust beneficiaries, spousal rollover rules, and the 10-year payout rule for non-spouse […]

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 a loved one are often filled with a whirlwind of emotions and responsibilities. During these moments, tasks like updating beneficiary forms rarely make it to the top of your to-do list. However, neglecting this crucial […]

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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 burden significantly through a tax-saving strategy called Net Unrealized Appreciation (NUA). Here’s how Net Unrealized Appreciation works: When you use the NUA strategy, the value of your company stock at the time of purchase (also […]

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 or looking to take advantage of the potential tax benefits of a traditional or Roth account. 60-Day Rollover One method of doing so is the “60-day rollover.” With this method, you will receive a distribution […]

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, particularly if your income exceeds certain thresholds. Under The Affordable Care Act, individuals with higher income levels are subject to an additional 3.8% Medicare surtax on investment income, including taxable interest, dividends, capital gains, and […]

“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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