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

HSAs’-How to make Smarter Decisions for Tax-Deferred Savings on Healthcare Costs

As healthcare expenses continue to rise, it’s more important than ever to find tax-efficient ways to prepare for medical costs—both now and in the future. One powerful, often underutilized tool is the Health Savings Account (HSA). If you’re enrolled in a High-Deductible Health Plan (HDHP), you may be eligible to contribute to an HSA, which […]

Inherited an IRA? How to Avoid These Common and Costly Mistakes

If you’ve recently inherited an IRA from a loved one, please know we’re here to support you. This kind of inheritance can be both a meaningful gift and a complex responsibility. It’s critical to understand your options before making any decisions, because inherited IRAs come with a unique set of rules that vary depending on […]

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Using IRAs to Help Children Build a Strong Financial Future

As parents and grandparents, we’re always looking for ways to give our children or grandchildren a strong start in life. One incredibly effective—yet often overlooked—strategy is opening a Roth IRA for a child who has earned income. There’s no minimum age for having an IRA. As long as your child earns income—maybe from babysitting, lifeguarding, […]

Inherited IRA? Avoid These Common – and Costly – Mistakes

If you’ve recently inherited an IRA from a loved one, please know we’re here to support you. This kind of inheritance can be both a meaningful gift and a complex responsibility. It’s critical to understand your options before making any decisions—because inherited IRAs come with a unique set of rules that vary depending on your […]

Avoiding Costly Mistakes as a Spousal Beneficiary

We’ve all heard the saying, “Nothing is certain except death and taxes.” But if you’re married, there will come a time when you or your spouse will have to navigate a difficult reality—losing a loved one and making critical financial decisions. Avoiding Costly Mistakes as a Spousal Beneficiary is critical. One of surviving spouses’ most […]

“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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