Tag: Retirement Income

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

Written by Chris Robinson on September 8, 2026. Posted in Ed Slott's IRA Corner, Tax.

To Convert or Not to Convert? How I Help Pre-Retirees Decide if a Roth Conversion Really Makes Sense If retirement is...

financial planning, Pre-Retirement Planning, Retirement Income, retirement planning, RMDs, roth conversion, roth ira, tax planning, Tax-Free Income, traditional ira

“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