Self-Directed IRA Investing

Just as one asset class (e.g. sub-prime mortgage pools) takes a fall, Wall Street is there to save the day with the advent of a new class: in this case so-called “Death Bonds”.  According to Matthew Goldstein in a July 30th, Business Week article, some of the industry giants such as Bear Stearns, Deutche Bank, [...]

[Read more →]

If you’re in the Los Angeles area this weekend, join Tom Anderson, CEO of PENSCO Trust Company and other top experts at the National Real Estate Expo on Sunday, August 19th.
Tom will be speaking on Sunday morning on the self-directed IRA industry and the vast opportunities outside of the stock market through retirement investment options.
Click [...]

[Read more →]

Did you know that the U.S. population spent more than it saved last year and that the U.S. has one of the lowest savings rate of all developed countries?  Did you also know that the average American will live another 20 years after they retire?  Yet the average savings of a married couple of the [...]

[Read more →]

With over $4.2 trillion dollars in IRAs today, it is important for the public to aware of the fact that IRAs can be an important source of capital for new businesses, while being a wealth builder for the IRA owner and entrepreneur.   Thousands of the approximately 25 million small businesses in the U.S. have been [...]

[Read more →]

On July 31st, I was asked to testify on behalf of the self-directed IRA industry on an issue left to the Department of Labor (DOL) to decide. The matter was defined when Congress approved the Pension Protection Act of 2006.  The issue is this: Congress mandated that either 1) a computer model be designed that [...]

[Read more →]