Are Automatic IRAs a good idea?
Entries Tagged as 'retirement funds'
Automatic IRA a Good Idea?
July 17th, 2010 · No Comments
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 [...]
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 [...]
Tags: Alternative Investments · IRA · PENSCO Trust Company · Retirement · Roth IRA · baby boomers · economy · pension plan · retirement funds · self-directed IRA
2010 Roth Conversion Opportunity
January 20th, 2010 · No Comments
By now you are probably aware of the new rule permitting conversion from a traditional IRA to a Roth IRA, regardless of your income or tax-filing status. This ruling, effective January 1st, 2010, also allows you to spread the tax impact of the conversion over three years-skipping 2010 altogether and splitting the tax between [...]
Tags: IRA · Retirement · Roth IRA · retirement funds · self-directed IRA
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 [...]
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

