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PENSCO in the News

How to Hold Bitcoin in an IRA and Why It’s Still Not Easy

By Scott Dylan

As bitcoin continues its bull run, more U.S. investors are looking for ways to protect their gains from taxation, and Individual Retirement Accou... Read this article »

PENSCO TRUST BECOMES SUCCESSOR CUSTODIAN FOR MERRILL LYNCH RETIREMENT ACCOUNTS INVESTED IN ALTS

Press Release

OPUS BANK ANNOUNCES ITS PENSCO TRUST SUBSIDIARY ENTERED INTO AGREEMENT TO BECOME SUCCESSOR CUSTODIAN FOR MERRILL LYNCH RETIREMENT ACCOUNTS INVEST... Read this article »

Are Taxes Lurking in Your Tax-Free Retirement Account?

By Laura Saunders

Investments in items like hedge funds, limited partnerships could lead to surprise tax bill Fanny Handel, a retiree in Queens, N.Y., was stunne... Read this article »

Let Your Clients Buy the Farm and Manage the Risk

By Grace Williams

The market’s euphoric run-up has investors jittery, but is it time for clients to take money out of the market and invest instead in some real es... Read this article »

IRAs Gone Wild: How To Invest In Private Equity, Real Estate, Gold

By Ashlea Ebeling

A record $7.5 trillion is sitting in individual retirement accounts, the bull market is looking tired, and the Internal Revenue Service’s army of... Read this article »

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