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

Savvy Investors Use IRAs for Charitable Contributions

If you’re passionate about making a lasting difference—both for your loved ones and the causes you care about—then using your IRA to benefit a charity may be a smart and impactful option. IRAs can be a powerful vehicle for charitable giving. Still, they come with a few traps that, if not handled correctly, could reduce […]

Early IRA Withdrawal Penalty Exceptions

Accessing your retirement funds before age 59½ might seem like a last resort. Still, sometimes life throws unexpected challenges our way—medical bills, education costs, a job loss, or even helping a loved one through a difficult time. If you need to tap into your IRA or workplace plan early, it’s important to know that you […]

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Rolling Over Your 401(k)? Here’s What You Need to Know

If you’re like many professionals in their 40s, 50s, or early 60s, chances are you’ve built a solid foundation for retirement through your company’s sponsored retirement plan—often automatically through regular paycheck contributions. It’s an efficient way to grow your savings over time with little daily effort. But once you reach the point of needing to […]

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Life Happens — But That Missed Rollover Doesn’t Have to Cost You If you’ve recently withdrawn funds from your retirement account intending to complete a 60-day rollover but missed the deadline, you’re not alone.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 […]

“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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