Self-Directed IRA Investing

An educational blog by Tom Anderson, PENSCO Trust Company Founder & Vice Chairman

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Entries Tagged as 'PENSCO Trust Company'

Automatic IRA a Good Idea?

July 17th, 2010 · No Comments

Are Automatic IRAs a good idea?

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Tags: IRA · PENSCO Trust Company · Retirement · Roth IRA · pension plan · retirement funds · self-directed IRA

Are you Eligible to Convert to a Roth IRA?

April 19th, 2010 · No Comments

Fourth in a series of articles addressing this year’s Roth IRA conversion opportunity, this article discusses the types of retirement plans that can be converted and those who are eligible to convert and those not.  The article and links to the first three articles can be found here.
SHARETHIS.addEntry({ title: “Are you Eligible to Convert to [...]

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Tags: Alternative Investments · Finacial Advisor · IRA · PENSCO Trust Company · Retirement · Roth IRA · Trust deeds · baby boomers · economy · loans · mortgage · pension plan · private equity · real estate · retirement funds · self-directed IRA · solo(k)

To Roth or Not to Roth . . .

March 25th, 2010 · No Comments

This is the first of three of my blog entries about the 2010 opportunity to convert a traditional IRA or pension plan to a Roth IRA.  It can be found on Jeff Brown’s blog at www.bawldguy.com .   This is an important opportunity, available for the first time to all Americans, to build a tax-free savings [...]

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Tags: Alternative Investments · IRA · PENSCO Trust Company · Retirement · Roth IRA · baby boomers · economy · pension plan · retirement funds · self-directed IRA

Florida Learning Experience Coming Soon-Join us!

February 3rd, 2010 · No Comments

Join us in sunny Ft. Lauderdale on Tuesday, March 9th, at the Marriott Renaissance Hotel, 1617 Southeast 17th Street from 8:00 a.m. to 5:00 p.m., for our next Advanced Educational Event. To learn more about this event and to register, or to register for one of other Advanced Educational events scheduled for South San [...]

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Tags: Alternative Investments · Finacial Advisor · IRA · LLC · PENSCO Trust Company · Retirement · Roth IRA · Trust deeds · economy · mortgage · pension plan · private equity · real estate · self-directed IRA · solo(k)

Learn & Leverage the secrets of self-directed investing to increase tax-free wealth for you and your clients!

October 13th, 2009 · No Comments

Join us for Advanced Education in Las Vegas, 10/20th
Register here: http://pensco102009.eventbrite.com/
Sample topics of what you’ll learn:
√ Trends, opportunities, regulations regarding IRAs
√ Review of complex investing scenarios and approaches
√ Security laws and rules related to IRA investing
√ Rules, regulations and strategies of using LLCs with IRAs
√ Maximizing Roth IRAs
√ How to use social networking tools to [...]

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Tags: Alternative Investments · Finacial Advisor · IRA · LLC · PENSCO Trust Company · Retirement · Reverse Mortgages · Roth IRA · Trust deeds · baby boomers · economy · loans · mortgage · mortgages · pension plan · private equity · real estate · retirement funds · self-directed IRA · solo(k) · tax