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

Self-Directed IRA Red Flags Every Investor Should Know

Certain IRA Moves Can Trigger Big Tax Problems: How RFG Wealth Helps Clients Avoid IRA Prohibited Transactions If you have built meaningful retirement assets, especially in a self-directed IRA or Roth IRA, one small misstep can create a much bigger problem than most people realize. I have seen investors focus heavily on returns, tax efficiency, […]

Roth Conversion Before Retirement: Smart Tax Move or Costly Mistake?

To Convert or Not to Convert? How I Help Pre-Retirees Decide if a Roth Conversion Really Makes Sense If retirement is getting closer, there is a good chance you have started looking at your nest egg a little differently. For years, many high earners and diligent savers focused on building wealth inside traditional IRAs and […]

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3 Critical Differences Between Life Insurance and Roth IRAs for Legacy Planning

Leaving a Legacy: 3 Key Differences Between Life Insurance and Roth IRAs When I sit down with families who have worked hard, saved well, and built meaningful wealth, one concern comes up again and again: How do I leave money to the people I love in the most efficient way possible? For many successful couples, […]

Why Turning Down an Inheritance Can Be a Smart Estate Planning Move

When Saying “No” to an Inheritance May Be the Smartest Move Most people assume that when an inheritance comes their way, the only sensible answer is to accept it. In real life, it is not always that simple. Turning down an inheritance can sometimes be the best move. Discover why. I have worked with families […]

The Roth Conversion Myth That Could Cost You More Than Taxes

Rethinking the “Opportunity Cost” of Roth Conversions When I talk with investors about Roth conversions, one objection comes up again and again: “If I use outside funds to pay the taxes, haven’t I lost the chance to invest that money?” It sounds reasonable at first. After all, if money leaves your investment account to pay […]

“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 CRS, available at the bottom of this page.

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

940-464-4104