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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Pacific Group Advisors, deems reliable but in no way does Pacific Group Advisors guarantee its accuracy or completeness. Pacific Group Advisors had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Pacific Group Advisors. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Pacific Group Advisors, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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The Right Moves – How to Move Retirement Funds
By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or seeking better investment opportunities in volatile markets, the result is that more and more retirement account funds are on the...
The Tricky Still-Working Exception – After Death
By Andy Ives, CFP®, AIF® IRA Analyst For those who have 401(k)s or other retirement plans, the required beginning date (RBD) when required minimum distributions (RMDs) are officially “turned on” is April 1 of the year after the year a person turns age 73. This...
The 5-Year Clock and Qualified Charitable Distributions: Today’s Slott Report Mailbag
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: A husband owned a Roth IRA which had been in existence for at least 5 years. He died in January of 2025. His wife was his primary beneficiary. The wife opened a Roth IRA in late January 2025 to receive the distribution...
When Can I Take an In-Service Withdrawal from My 401(k)?
By Ian Berger, JD IRA Analyst With continuing economic uncertainty, it’s not surprising that the number of employees who need to dip into their 401(k) and other company plan funds is on the rise. Congress originally set strict limits on the ability of employees...
5 Times When You Should Not Name Your Spouse as Beneficiary
By Sarah Brenner, JD Director of Retirement Education While naming a spouse directly as the IRA beneficiary has many advantages and is a popular choice, it is not always the correct planning strategy. In some cases, another beneficiary may be better such as...
Penalty-Free Withdrawals of Roth Conversions and the First RMD Year: Today’s Slott Report Mailbag
By Ian Berger, JD IRA Analyst Question: Greetings, In 2025, I converted a traditional IRA to an existing Roth IRA, which I have held for 20 years. I will turn age 60 in 2026. Can I withdraw the converted money from my Roth IRA penalty free? Or do I have to wait five...
IRAs and 401(k) Plans: Different Rules, Different Worlds
By Andy Ives, CFP®, AIF® IRA Analyst At their core, IRAs and 401(k) plans operate in a similar fashion. Contributed dollars avoid taxation until they are withdrawn at some point in the future. Also, Roth is available in both IRA and 401(k) form. Roth dollars grow...
8 Questions Answered About the New Mandatory Roth Catch-Up Rule
By Ian Berger, JD IRA Analyst Many employers with company plans, and their recordkeepers, are scrambling to be ready for the soon-to-be-effective SECURE 2.0 rule requiring high-paid employees to make plan catch-ups contributions to Roth accounts. Here are 8...
Eligible Designated Beneficiaries and Inherited Roth IRAs: Today’s Slott Report Mailbag
By Sarah Brenner, JD Director of Retirement Education Question: We have a 16-year-old minor inheriting an IRA from her 40-year-old father. Is it true that the child will have to take required minimum distributions (RMDs) each year until age 21? Then, at age 21...
The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Pacific Group Advisors, deems reliable but in no way does Pacific Group Advisors guarantee its accuracy or completeness. Pacific Group Advisors had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Pacific Group Advisors. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Pacific Group Advisors, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
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Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
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