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3 IRA Tasks to Complete by the End of 2024

Sarah Brenner, JD Director of Retirement Education   The year 2024 has flown by and the holidays season will soon be upon us. That means time is running out on year-end IRA deadlines. You will want to be sure to get the following three IRA-related tasks done...

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The Zombie Rule

By Andy Ives, CFP®, AIF® IRA Analyst This article is NOT about the “ghost rule” applicable to non-living beneficiaries. That payout rule applies when a non-person beneficiary (like an estate) inherits an IRA when the original owner died on or after his required...

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Nuances of NUA

We have written about the net unrealized appreciation (NUA) tax strategy many times. Generally, after a lump sum distribution from the plan, the NUA tactic enables an eligible person to pay long term capital gains (LTCG) tax on the growth of company stock that...

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Final Regulations Allow Separate Accounting for Trusts

Sarah Brenner, JD Director of Retirement Education The recent final required minimum distribution (RMD) regulations include a new rule change that may be beneficial for IRA owners who name trusts as beneficiaries. In the new regulations, the IRS allows separate...

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Recharacterization Still Exists

By Andy Ives, CFP®, AIF® IRA Analyst   When a traditional IRA owner wants to convert all or a portion of his account to a Roth IRA, he needs to think long and hard about the transaction. For example, some questions to consider: 1. When will this money be needed?...

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Find a Pacific Empire Financial Location

The place to build your future is right down the road.

Jupiter, Florida

601 Heritage Dr, Suite 444
Jupiter, Fl 33458
 Office:  909-532-3748
 Cell: 561-329-2650
  dan@pacificempirefinancial.com

Collegeville, Pennsylvania

409 2nd Ave, Suite 304
Collegeville, PA 19426
 Office:  909-532-3748
 Cell: 561-329-2650
  dan@pacificempirefinancial.com

Warrington, Pennsylvania

1243 Easton Road
Warrington, PA 18976
 Office:  909-532-3748
 Cell: 561-329-2650
  dan@pacificempirefinancial.com