Self-Directed IRA Investing

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

Self-Directed IRA Investing header image 4

Entries Tagged as 'tax'

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 [...]

[Read more →]

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″ });

[Read more →]

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

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


[Read more →]

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

Who’s afraid of the “Big Bad Wolf”? I am!

November 20th, 2008 · 1 Comment

There has been much discussion and media coverage (e.g., Wall Street Journal) following comments from Democratic Congressman George Miller regarding the need to overhaul the American pension and retirement systems, which he deems “inadequate” after the losses of approximately 40 percent of retirement wealth in the last year. One suggestion, is that the Government take [...]

[Read more →]

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

IRA distribution strategies: Do you have an exit strategy?

January 3rd, 2008 · No Comments

Smart retirement planning includes an exit strategy. Listen and Learn About IRA Distribution Strategies And More– Free Webinar on January 9th, 11:00 a.m. PT/ 2:00 p.m. ET
A sample of what you will learn:

Tax & Distribution strategies– a comparison between Roth and traditional IRAs
What’s a “Stretch IRA”? Learn how you and your beneficiaries can take advantage [...]

[Read more →]

Tags: IRA · tax