Menu

(866) 818-4472

Open Account Client Login

PENSCO in the News

PENSCO Named Successor Custodian for Merrill Lynch Retirement Accounts Invested in Alts

DI Wire

DI Wire Logo

PENSCO Trust Company, an alternative asset IRA custodian and subsidiary of Opus Bank (Nasdaq: OPB), entered into an agreement with Merrill Lynch... Read this article »

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

By Scott Dylan

Bitcoin Magazine logo

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 and MERRILL LYNCH ANNOUNCE AGREEMENT

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

Wall Street Journal Logo

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

Financial Advisor IQ logo

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 »

Previous     1 2 3 4 5     Next