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PENSCO Blog

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

Taylor Close, CISP®, SDIP

Manager, Client Onboarding and Retail Sales

In his current role leading PENSCO’s retail business development center, Taylor manages a team of talented phone representatives with a focus on an excellent client experience. He applies his deep knowledge of self-directed IRAs to educate prospective clients on the ins and outs of self-directed investing. He also manages PENSCO's professional relationships with CPAs, Attorneys, and Financial Advisors.

Prior to his current role, Taylor was the point of contact for independent RIA's, registered reps, and advisors looking to assist their clients with alternative asset investing. He joined PENSCO in 2012.

Taylor holds a B.S. from the Northeastern University. He is a Certified IRA Services Professional (CISP) with the American Bankers Association and a Self-Directed IRA Professional (SDIP) through the Retirement Industry Trust Association.

Related Articles


How IRA Owners Can Prepare for Tax Day 2019

How IRA Owners Can Prepare for Tax Day 2019

  |  By Taylor Close, CISP®, SDIP

The books have closed on 2018, and we’ve entered a New Year. But that doesn’t mean there aren’t steps that IRA owners can still take to potential... Read this article »


Understanding Solo 401(k)s: A Retirement Plan for the Self-Employed

Understanding Solo 401(k)s: A Retirement Plan for the Self-Employed

  |  By Taylor Close, CISP®, SDIP

If you are self-employed and looking for a way to not only save for retirement but also possibly lower your taxes, you may want to consider estab... Read this article »


RMDs: The Driving Factor Behind IRA Withdrawals

RMDs: 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 »


2019 IRA Contribution Limits Are Increasing

2019 IRA Contribution Limits Are Increasing

  |  By Taylor Close, CISP®, SDIP

2019 IRA contribution limits are set to increase for the first time in six years, with the IRS saying it will raise the limit on annual IRA contr... Read this article »


Why Tax Law Changes May Spur Roth IRA Conversions

Why Tax Law Changes May Spur Roth IRA Conversions

  |  By Taylor Close, CISP®, SDIP

At PENSCO, we've had retirement investors inquire about converting Traditional IRAs to Roth IRAs to avoid having to take required minimum distrib... Read this article »


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