Self-Directed IRA Investing

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

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Entries Tagged as 'Finacial Advisor'

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)

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

Self-directed IRAs are Buying Lots of Real Estate: Poor credit and limited finances don’t have to stand in the way of investing

August 19th, 2009 · No Comments

While today’s residential market is flooded with foreclosed properties, the resulting devaluations in many parts of the country are creating unique opportunities for long-term investment buyers. With many consumers increasingly concerned about liquidity as a result of the reeling economy, investors are turning to their retirement accounts to take advantage of [...]

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Tags: Alternative Investments · Finacial Advisor · IRA · PENSCO Trust Company · Retirement · economy · mortgages · private equity · real estate · retirement funds · self-directed IRA

Stimulate Your Retirement & Rescue Your Savings Now!

July 22nd, 2009 · 2 Comments

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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 · self-directed IRA · solo(k) · tax