Visionaries aren't born. They're capitalized.

Do you Offer Self-Directed IRAs to Your Clients? A Good Custodian Can Help

Has a client ever asked you about investing in real estate or private equity within a tax-advantaged account? And did you have to reluctantly tur... More

Beyond the Self-Directed IRA: Tax Deferral for Real Estate Investors with a 1031 Exchange

At PENSCO, we know our clients are tax-savvy and enjoy the tax-deferred or tax-exempt benefit that comes from investing with retirement dollars.... More

Should You Invest Your I.R.A. in Friends, Family or Charitable Work?

About five years ago, a good friend of William C. Brown, a tax lawyer in Des Moines, lost his job. The friend’s wife ran a child-care center in a... More

Self-Directed IRAs Are Risky, But For Whom?

In 2011, when the SEC published a notice concerning the risk of fraud in self-directed IRAs, conventional financial professionals were quick to c... More

In #NYC on 11/15? Join us for a cocktail reception and Roundtable discussion on Private Equity. Register: hubs.ly/H08Zs9c0

At PENSCO we've seen this combination in action in self-directed IRAs. Via @EisnerAmper hubs.ly/H08ZqjM0 #SDIRA #privateequity

Bryan Ellis on LinkedIn: “What is a Self-Directed IRA? … hubs.ly/H08Zmhz0 #SDIRA #altinvest

Our recent blog post describes how good custodians can help RIAs with alts in retirement accounts.… twitter.com/i/web/status/9…