Schedule a Meeting With Mark Grosshanten or Call 909-532-3748

Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Pacific Empire Financial) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Pacific Empire Financial.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

Recharacterization Deadline Approaches

By Sarah Brenner, JD Director of Retirement Education   It happens. You have made a 2023 contribution to the wrong type of IRA. All is not lost. That contribution can be recharacterized. While recharacterization of Roth IRA conversions was eliminated by the Tax...

read more

IRA Acronyms

By Andy Ives, CFP®, AIF® IRA Analyst   When presenting a particular section of our training manual, I usually make the joke that, “if we were playing an acronym drinking game, we would all be on our way to a hangover.” The segment is titled: “Missed stretch IRA...

read more

What’s the First RMD Year for Those Born in 1959?

By Ian Berger, JD IRA Analyst If you were born in 1959, what is the first year that you must start taking required minimum distributions (RMDs)? That would seem like an easy question to answer, but because of a snafu by Congress, it isn’t quite so clear. For many...

read more

What You Need to Know About Withholding and Your IRA

By Sarah Brenner, JD Director of Retirement Education If you take a distribution from your traditional IRA, in most cases you will owe taxes. The government wants to be sure those taxes are paid, so IRA distributions are subject to federal income tax withholding. The...

read more

REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I inherited a traditional IRA from my mother in 2024. She passed before her required beginning date (RBD.) I know that I fall under the 10-year rule. The question is, do I need to start required minimum distributions...

read more

401(k) to IRA Rollover – 3 Buckets

By Andy Ives, CFP®, AIF® IRA Analyst Workplace retirement plans – like a 401(k) – can hold different types of dollars. Typically, a 401(k) will have a pre-tax bucket and a Roth bucket. Occasionally, a plan will have a third bucket to hold after-tax (non-Roth) money....

read more

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