Ed Slott Elite Advisors Archives - Charles W. Rawl & Associates, LLC

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|

Update Your Beneficiary Forms

Naming the beneficiaries of your retirement assets may seem like an obvious task as you plan for the future, yet it is often one of the most overlooked. Failing to properly update your beneficiary forms can compromise the legacy you worked so hard to build. To help ensure your assets are handled properly after your death, click to download a Beneficiary Form Checklist. For professional assistance with your beneficiary forms, contact our office to schedule a time for a visit. As a member of Ed Slott’s Master Elite IRA [...]

By cwrawl|February 28, 2022|Categories: Articles, The Slott Report|Tags: Beneficiaries, Ed Slott Elite Advisors, Retirement Planning|

Clarifying Some Roth Conversion Misconceptions

Roth IRAs can be a valuable tool to help make your retirement income plan Tax Savvy, which in turn makes it easier for your plan to become Income Maximized. Many people believe they are not eligible for a Roth IRA. While they may not be eligible to contribute to a Roth IRA, anyone can do a Roth Conversion. As a member of Ed Slott’s 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 [...]

By cwrawl|November 8, 2021|Categories: Articles, The Slott Report|Tags: Ed Slott Elite Advisors, IRAs|

Is It Too Late to Open a Small Business Retirement Plan for 2021?

Establishing a small business retirement plan can be a Tax Savvy decision. As a member of Ed Slott’s Elite IRA Advisor Group, Mr. Rawl has direct access to Ed and his team of IRA experts. We can help determine what type of plan is best for you. By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport As we move into 2022, small business owners may be wondering whether they still have time to establish a new retirement plan for 2021. The short answer is: “It [...]

By cwrawl|November 8, 2021|Categories: Articles, The Slott Report|Tags: Ed Slott Elite Advisors, Retirement Planning|

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.