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

Missed the 60-Day Rollover Deadline? Here’s What You Can Do

Missed the 60-Day Rollover Deadline? Here’s What You Can Do Missing a financial deadline can feel overwhelming—especially when it involves your retirement savings. But if you missed the 60-day IRA rollover deadline, there may still be a path forward. The good news? The IRS understands that life happens, and there is a process that may […]

How to Divide Your IRA Among Multiple Heirs Without Unnecessary Complications

How to Divide Your IRA Among Multiple Heirs Without Unnecessary Complications If you’re planning a legacy for more than one heir – perhaps your spouse, children, or grandchildren – naming multiple IRA beneficiaries is a smart starting point. However, without careful strategy, it can lead to disputes, tax inefficiencies, and forced distributions that diminish your […]

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Now That You’ve Named Your Spouse as Beneficiary, What Happens Next Under SECURE 2.0?

Spouse Beneficiary IRA Options After SECURE 2.0: What You Need to Know If you or your spouse could inherit an IRA, understanding your options isn’t just helpful—it’s essential. The rules have changed under SECURE 2.0, and the decisions you make during an already emotional time can have long-term tax consequences. It’s important to know IRA […]

Health Savings Account Triple Tax Advantage – Is It For You?

How a Health Savings Account (HSA) Can Protect Your Wallet and Your Future Rising healthcare costs are a reality—but paying for them doesn’t have to drain your savings. Have you considered how a Health Savings Account (HSA) could help you manage medical expenses while giving you a powerful tax advantage? HSAs are one of the […]

How a Roth IRA for Kids Could Turn into $1 Million

How a Roth IRA for Kids Could Turn Small Savings Into $1 Million Can children have IRAs? Yes—children can have IRAs, and there is no minimum age requirement. The key qualification is that the child must have earned income. For families focused on long-term financial success, this creates a powerful opportunity. Starting early allows children […]

“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.

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

940-464-4104