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PENSCO Blog

PENSCO Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

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Investing in Start-Ups: Owning Pre-IPO Shares in Your Self-Directed IRA

Investing in Start-Ups: Owning Pre-IPO Shares in Your Self-Directed IRA

  |  By Christopher Orr, SDIP

Opportunities to invest in the next hot unicorn — a privately-held startup valued at $1 billion or more by their investors and is expected at som... Read this article »


‘Tis the Season for IRA Owners to Make Qualified Charitable Distributions

‘Tis the Season for IRA Owners to Make Qualified Charitable Distributions

  |  By Dimetra Pelekidis, CISP®, SDIP

‘Tis the season for charitable giving. Nearly one-third of charitable giving occurs in December, as Americans close out the books on the year and... Read this article »


Want to Invest in Startups? Regulatory Changes May Help Make That Happen

Want to Invest in Startups? Regulatory Changes May Help Make That Happen

  |  By Christopher Orr, SDIP

Many private equity opportunities, from investing in startups to private hedge funds, are reserved for “accredited investors” — investors who mee... Read this article »


Required Minimum Distributions: The Driving Factor Behind IRA Withdrawals

Required Minimum Distributions: The Driving Factor Behind IRA Withdrawals

  |  By Taylor Close, CISP®, SDIP

What motives an IRA owner to make a withdrawal from their retirement account? It’s easy to assume the answer is the need for retirement income, b... Read this article »


Three Tips for Managing Your Inherited IRA

Three Tips for Managing Your Inherited IRA

  |  By Dimetra Pelekidis, CISP®, SDIP

IRAs have become a popular retirement savings tool since they were introduced more than 40 years, and it’s inevitable that, as FINRA says, a new... Read this article »


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