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

Tax-Free Health Savings Account (HSA) Distributions

Monday, November 18, 2024 By Sarah Brenner, JD Director of Retirement Education Health Savings Accounts (HSAs) continue to become more popular. If you have a qualifying high deductible health plan, you may make deductible contributions to an HSA. Then, you can take tax-free distributions to pay for qualified medical expenses. Here is what you […]

So Many IRA Beneficiary Variables

Monday, November 25, 2024 By Andy Ives, CFP®, AIF® IRA Analyst When an IRA owner dies, what is the payout schedule for the beneficiary? The key to distinguishing the correct program (i.e., 10-year rule, stretch RMDs, 5-year rule, etc.) is to identify all the important variables. But there are so many! Nevertheless, each detail must […]

Get the Latest IRA Reports

Subscribe below to get Ed Slott’s IRA Reports in your inbox.

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 beneficiaries to forego annual required minimum distributions (RMDs) is about to expire. Here’s some background: In its 2022 proposed regulations, the IRS took the position that a retirement account beneficiary subject to the 10-year payout […]

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 tax advantages. With a qualified HSA, you can contribute pre-tax dollars, and grow your savings tax-free. Withdrawal of funds are tax-free for eligible medical expenses. However, to unlock these benefits fully, it’s crucial to follow […]

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 prepared to receive the inheritance, but there are situations where you might choose to walk away from it. But why would a person ever refuse an inheritance? The reasons can be financial, personal, or even […]

“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.

The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

130 Old Town Blvd S # 100,
Argyle, TX 76226,
Tel: (940) 464-410