Maximizing Your Charitable IRA Beneficiary Designations

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At RFG Wealth Advisory in Argyle, TX, we specialize in helping our clients navigate the complexities of estate planning, especially regarding qualified retirement accounts and charitable giving strategies. We understand that you may have unique needs and circumstances.

Questions to Ask about Charitable Beneficiaries

1. Have you already designated a nonprofit organization or charity as the beneficiary of your IRA?
2. Are any other beneficiaries listed for your IRA besides the charitable organization?
3. Do you clearly understand the potential complexities that may arise during the estate administration process with respect to charitable IRA beneficiary designations?

We want to help you maximize the benefits of your charitable IRA beneficiary designations while ensuring a smooth estate administration process.

To further assist you, we have prepared a resource outlining common mistakes to avoid when designating charitable beneficiaries for your IRA. This guide will provide you with valuable insights and strategies to make the most of your charitable giving. To access the guide, simply click on the checklist button below.

We understand your financial situation is unique and specialize in providing personalized guidance that aligns with your goals and values. If you have questions on the best way to make charitable IRA beneficiary designations, we invite you to schedule a no-obligation call with Chris Robinson, our lead advisor at RFG Wealth Advisory. Chris is more than happy to discuss your qualified retirement accounts and charitable giving strategies so you can feel confident that your wishes will be implemented.

To schedule your call, please contact Chris at 940-464-4104. We are happy to help set up this no-obligation call and assist you in making informed decisions about your financial future.
Thank you for considering RFG Wealth Advisory in Argyle, TX as your trusted partner in philanthropic gifting, financial planning, and guidance. We look forward to speaking with you soon.

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Avoiding Charitable IRA Beneficiary Mistakes

“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.


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