Tom Anderson is the President, CEO and Founder of PENSCO Trust Company and PENSCO, Inc. He is a nationally recognized expert, author, and speaker on the topic of self-directed IRAs and plans. In addition, Mr. Anderson focuses on how investors can increase their wealth-building potential with real estate, private equity, and other alternative investments in their retirement accounts. He has contributed to articles in the Wall Street Journal, Fortune, Time, Forbes, Entrepreneur, Smart Money, Kiplinger’s and many others; has hosted his own radio show; created educational materials for the AICPA, and has appeared on CNBC’s Power Lunch television show. Mr. Anderson has also testified before the IRS and the Department of Labor on matters related to IRAs.
4 responses so far ↓
1 Gerry Nowotny // Feb 10, 2009 at 1:08 pm
Tom:
You and I spoke about five yrs ago when I was working for AGL Life, the specialty life insurer owned by The PHoenix. At that time we discussed the use of private placement variable deferred annuities as a structuring vehicle to eliminate UBTI on IRA and pension investments. I went into business for myself almost five yrs ago and have made a pretty decent living with this strategy (mostly with large pension plans). I revisited the IRA segment again because I have an investment advisor client whose investment strategies generate UBTI. We are looking to move approx. 40-50 clients with approx. $50 million in investments into this strategy. Spoke with Mark conlan. how do I position myself with your network of professionals.
Gerry Nowotny
2 admin // Feb 24, 2009 at 9:30 pm
You can call me at (800) 969-4472, ext. 5608 to discuss. Sorry for the delayed response. Tom.
3 art Diaz // Feb 1, 2010 at 7:04 pm
I am interested in your custodial services. Please send me information regarding your costs, the process to get registered and any other info you have to help us understand using our IRAs for real estate purchases.
4 Justin Stepnowski // Jun 22, 2010 at 8:46 am
Tom
I hope all is well with you. I came across your blog and tried reaching you via email and LinkedIn. Was hoping to discuss a possible consulting opportunity due to your experience with Self Directed IRA’s. Please give me a call or shoot me a message if you have some time to discuss. Thanks so much.
Justin Stepnowski
646-395-9257
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