Tag: tax planning

Roth conversion

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

Continue reading

Avoid double taxes

Proactive Steps for Future Tax Increases

Written by Chris Robinson on June 4, 2024. Posted in Retirement, Tax.

As tax season 2024 comes to a close, it’s time to look ahead and prepare for potential future tax increases looming...

higher tax rates possible, tax, tax cuts could expire in 2025, tax planning, tax planning strategies, TCJA expiring

Continue reading

year-end checklist

Maximize Your Future Using Our Year-End Financial Checklist

Written by Chris Robinson on November 15, 2023. Posted in Ed Slott's IRA Corner, Estate, IRA.

The holiday season is in full swing, marked by festivities, celebrations, and a whirlwind of to-dos. Amidst the joyful...

estate planning, financial year-end checklist, investment portfolio review, retirement opportunities, tax planning

Continue reading

“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.

Back to Top

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

Copyright © 2026 RFG Wealth Advisory. All Rights Reserved.