News Archives - Charles W. Rawl & Associates, LLC

News Updates

News and updates covering Charles W. Rawl & Associates, our Team, our Team and Partners, and the financial industry.

Charlie Rawl Completed Advanced Training on New IRS Rules Including SECURE Act Regulations

Members of Ed Slott’s Master Elite IRA Advisor Group attend semiannual workshop October 24-25, 2024. The invite-only workshop offered advanced training on retirement account planning strategies, recent tax law changes, and estate planning techniques, featuring the latest updates from the nearly 300 pages of new tax rules released by the IRS in July, including the final SECURE Act regulations and SECURE 2.0 proposed regulations. “With every new law and regulation, the retirement planning landscape becomes more intricate, creating both fresh opportunities and challenges for Americans,” said Ed Slott, CPA. “These [...]

By cwrawl|October 26, 2024|Categories: News|Tags: Ed Slott Elite Advisors, IRS, SECURE Act|

Honoring Jay McKinney’s Commitment to Service

Major Jay McKinney (U.S. Army, Retired) is Vice President of Sales at Barnabas Capital and lives with his family in Kannapolis, North Carolina. Jay is the Allianz annuity representative for Charles W. Rawl & Associates. He supports our business with Allianz Life and other registered indexed annuities. Jay was called to serve by the North Carolina National Guard and deployed to support critical search and rescue operations and provide logistical support to those in need in Western North Carolina immediately following the devastation caused by Hurricane Helene. The storm has [...]

By cwrawl|October 7, 2024|Categories: News|

Zach Rawl Joins Charles W. Rawl & Associates as Insurance and Risk Management Analyst

Zach Rawl has joined Charles W. Rawl & Associates as insurance and risk management analyst. Zach joins the firm after nearly four years at National Western Life Insurance Company in Austin where he excelled as a sales associate and then as regional wholesaler. His primary focus will be the analysis, design, and servicing of life insurance and annuity solutions, as well as designing and implementing creative strategies to fund long-term care. Zach will also help the team review and implement risk management strategies for our clients. Zach graduated from The [...]

By cwrawl|September 27, 2024|Categories: News|Tags: Life Insurance|

New SECURE Act RMD Rules Announced by the IRS

Three weeks ago, the IRS released the long-awaited SECURE Act RMD proposed regulations. As a member of Ed Slott’s Master Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. Ed Slott and Company is a valuable resource for knowing the facts and applying that to artful IRA planning. On July 18, 2024, the IRS issued both final regulations under the 2020 SECURE Act and proposed regulations under the SECURE 2.0 Act of 2022. These long-awaited new regulations impact many [...]

By cwrawl|August 6, 2024|Categories: News|Tags: IRAs, IRS, RMDs, Taxes|

Whistleblowers and The Billionaire Scoundrel

The Story Within the Story A hidden tale about two whistleblowers who upended Stanford’s $7 billion Ponzi scheme and guided the SEC through the investigation to help bring down the Stanford empire. Click above to view clips from the documentary The Documentary “The Man Who Bought Cricket” is a British-made documentary featuring Allen Stanford and his attempt to dominate the world of cricket in 2008. Meanwhile, the Stanford Financial Group had been running the second largest Ponzi scheme in modern [...]

By cwrawl|March 27, 2023|Categories: Articles, News|Tags: Stanford Financial, Whistleblower|

Robert A. Dishman Joins Charles W. Rawl & Associates as Investment and Planning Analyst

Robert Dishman has joined Charles W. Rawl & Associates as investment and planning analyst. He will bring his experience and talent in investment and financial analysis to assist the Company in providing our clients with sound information and insight. His responsibilities will include the preparation and presentation of client reviews; the creation, analysis and implementation of retirement income plans; and the analysis and monitoring of investment portfolios and alternative investments. Robert Dishman is a graduate of Texas A&M University with a B.B.A. in Finance. He has over nine years of [...]

By cwrawl|March 24, 2023|Categories: News|

Five Banks Paid $1.6 Billion Settlement in Stanford Financial Fraud Case

Five banks have settled litigation against them brought by investors in the Stanford Financial Group. All five banks avoided facing a jury in the trial, which was set to start on February 27, 2023. Two settled in the weeks or months prior to trial. Three settled “on the courthouse steps” the day the trial was scheduled to begin. A total of $1.6 billion was agreed to be paid by the group of five banks. Toronto-Dominion Bank, HSBC Bank PLC, and Independent Bank f/k/a Bank of Houston reached settlements on [...]

By cwrawl|March 1, 2023|Categories: News|Tags: Stanford Financial, Whistleblower|

Charles W. Rawl Named NESA Outstanding Eagle Scout in Sam Houston Area Council BSA

The National Eagle Scout Association (NESA) and the Sam Houston Area Council honored six local professionals and business executives with the NESA Outstanding Eagle Scout Award at a luncheon held at the Petroleum Club in Houston on November 18, 2022. Emcee for the event was David Hitner, U.S. federal judge, and the keynote address was delivered by Frank Tsuru, president of the National Eagle Scout Association of the Boy Scouts of America (BSA). The NESA Outstanding Eagle Scout Award (NOESA) was established in 2010, during the 100th anniversary celebration of [...]

By cwrawl|November 18, 2022|Categories: News|Tags: Eagle Scout, NESA|

President Biden’s 2023 “Green Book” Proposal is a Reminder: No Better Time to Plan Than Now

The U.S. Treasury Department recently released its 2023 “Green Book,” containing this Administration’s proposed tax increases on high-net worth individuals and businesses. While the attached Lion Street article emphasizes that little from the President’s Green Book will become law, it highlights the ongoing focus on, and the risks related to, tax increases on the affluent and on businesses. This is a briliant reminder of the great opportunity in time we have to take advantage of existing income and estate planning strategies before they go away. Our mission is to [...]

By cwrawl|April 6, 2022|Categories: Articles, News|Tags: Retirement Planning, Taxes|

SECURE Act Rules Impact Owners of Inherited IRAs

Owners of inherited IRAs may be in for a jolt. In a surprise announcement, annual required minimum distributions (RMDs) will be required for those who recently inherited individual retirement accounts (IRAs). In the SECURE Act, Congress eliminated the “Stretch IRA” for most inherited IRAs beginning in 2020 and put in place a “10-year rule.” It was expected that the IRA balance would be required to be withdrawn by the end of that 10-year period with no annual distribution requirements. In May 2021, the IRS confirmed that annual RMDs were [...]

By cwrawl|March 18, 2022|Categories: Articles, News|Tags: Beneficiaries, IRAs, Taxes|

Charlie Rawl is keenly focused on helping his clients work toward their retirement dreams through a comprehensive financial strategy. He has distinguished himself throughout his career as a troubleshooter and problem-solver, designing and implementing creative solutions to often-complex challenges.

He has three decades of experience in financial services, encompassing commercial banking, insurance and investment management. This diverse experience gives him an invaluable perspective in conducting detailed analyses and creating state-of-the-art wealth management and retirement income solutions.