Current Articles

retirement plan on clip board on desk

Retirement Plan Collaboration for Your Business Client

So many business owners don’t have a retirement plan in place or their third-party administrator is doing less and charging more than they’d hoped. We do company retirement plans! If you have a business in need of a retirement plan, let us help.  We can work in collaboration with you to design a plan that...

Read More
woman holding simple ira sign

Unveiling the 2024 SIMPLE IRA Changes

As we step into 2024, we have some changes in the realm of SIMPLE IRAs. These changes demand attention, especially for CPAs seeking to guide their clients through the details of retirement savings. Here are the key facts of the SIMPLE IRA changes for 2024.   Understanding the Basics: Contribution Limit Updates Age 2023 2024...

Read More
Charitable Gift Annuity

Using QCD’s to fund a Charitable Gift Annuity

Are you considering making a gift to a charity or perhaps your Alma Mater? Consider using pre-tax IRA dollars and perhaps a Charitable Gift Annuity. If you are 70 ½ or older, you can make a Qualified Charitable Distribution or QCD straight from your IRA. This distribution counts toward your required minimum distribution but is...

Read More



Get Advanced IRA Topics for CPAs

Subscribe below to get Advanced IRA topics email in your inbox.

    We respect your privacy. Unsubscribe at any time.

    “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.

    Copyright © 2024 RFG Wealth Advisory. All Rights Reserved.