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 [...]
Entries Tagged as 'loans'
Are you Eligible to Convert to a Roth IRA?
April 19th, 2010 · No Comments
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)
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
Stimulate Your Retirement & Rescue Your Savings Now!
July 22nd, 2009 · 2 Comments
SHARETHIS.addEntry({ title: “Stimulate Your Retirement & Rescue Your Savings Now!”, url: “http://selfdirectedira.com/?p=655″ });
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
The Wall Street Journal’s Future of Finance Initiative
April 6th, 2009 · 5 Comments
On March 23-24, I participated in the Wall Street Journal sponsored “Future of Finance Initiative” in Washington, D.C. Initially conceived to be a forum of financial experts to develop recommendations to the Obama Administration to help define the future of the financial system in this country (post the financial crisis), participants quickly modified the agenda [...]
Tags: Alternative Investments · PENSCO Trust Company · Reverse Mortgages · economy · loans · mortgage · mortgages
Rebalance Your Retirement Portfolio! Join Us for the NY Symposium to Learn How to Break the Chain and Rescue Your Retirement Savings
January 22nd, 2009 · 3 Comments
Tags: Alternative Investments · Finacial Advisor · IRA · PENSCO Trust Company · Retirement · Roth IRA · baby boomers · economy · loans · mortgage · mortgages · pension plan · private equity · real estate · retirement funds · self-directed IRA · solo(k) · tax

