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PENSCO Blog

PENSCO Blog

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

Karen Walls

Relationship Manager/Advisor Focus

Karen has spent her career helping financial professionals solve problems and build their businesses.  She’ll continue this important work here on the PENSCO blog.

As a Relationship Manager at PENSCO, Karen has spent the past four years helping high net worth clients, RIAs and asset sponsors navigate the ins and outs of self-directed IRAs.  At PENSCO, she quarterbacks accounts through the opening and investing process, providing education on self-directed IRA and IRS guidelines along the way.  Prior to joining PENSCO, Karen worked in various advisor-facing roles at John Hancock and investment consulting firm Prime Buchholz & Associates.

In Karen’s 18 years of diverse financial industry experience, the common denominator has been her extensive work with financial professionals.  There’s no doubt that her dedication to the advisor and investment management community has shaped her unique point of view.

Related Articles


How to Hold Gold in Your Self-Directed IRA

How to Hold Gold in Your Self-Directed IRA

  |  By Karen Walls

Times of severe market turbulence and uncertainty can trigger investors’ desire to hold something that is tangible.  In these circumstances, gold... More »


Self-Directed IRA Custodian Resignation Letter: So, What’s Next?

Self-Directed IRA Custodian Resignation Letter: So, What’s Next?

  |  By Karen Walls

When going through your daily stack of mail, you come across a puzzling letter from your self-directed IRA custodian. The letter informs you that... More »


Tax Day Preparation: Is Your IRA Ready?

Tax Day Preparation: Is Your IRA Ready?

  |  By Karen Walls

The last day to file taxes this year is April 18th*, which means there are roughly two weeks to go until the arrival of 2016’s tax day. If you’re... More »


401(k) vs IRA? Why not use both?

401(k) vs IRA? Why not use both?

  |  By Karen Walls

When deciding how to save for retirement many investors spend time mulling whether to choose a 401(k) or an IRA. The good news is that it doesn’t... More »


How to Pay Less in Taxes by Opening an IRA

How to Pay Less in Taxes by Opening an IRA

  |  By Karen Walls

With tax season here, many of us are thinking about how to pay less on our impending taxes. One way to lower that bill is to open an Individual R... More »


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