Self-Directed IRA Investing

This is part three of my blogging on whether or not you should consider converting to a Roth IRA.  In this part, I discuss the primary planning considerations and I provide an illustrative example of the advantage of converting.  To read the blog, click here.

For more about strategies to use when considering converting to a Roth IRA, click here.

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 and retirement account.

Click here to read the blog.

Today PENSCO funded two interesting investments: the purchase of an airplane hangar and a hearse! In the case of the hearse, a funeral home wasn’t able to get traditional financing (if you haven’t heard, banks aren’t lending these days) so it called upon our client (an IRA investor) to purchase and lease back the hearse. Our airplane hangar investment is purchasing a foreclosed property to lease out. There are all kinds of amazing real estate and related opportunities being generated by the current economic downturn. One man’s problem is another man’s opportunity.

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 Francisco, CA; Seattle, WA; Boston, MA; Los Angeles; and New York City go to our website.

And don’t miss our two day Symposium on June 10th and 11th in Boston!