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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


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 »


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 »


Compound Interest: A Powerful Tool to Build Your Retirement Savings

Compound Interest: A Powerful Tool to Build Your Retirement Savings

  |  By Taylor Close, CISP®, SDIP

Just do it! Yes, that's Nike's slogan, but it could also be a rallying cry to motivate Americans to save for retirement. One of the most importa... Read this article »


Looking to Save on Taxes? Opening an IRA by Tax Day May Help

Looking to Save on Taxes? Opening an IRA by Tax Day May Help

  |  By Taylor Close, CISP®, SDIP

Tax season is underway and that means many Americans are looking for possible ways to save on taxes. One way you may be able to reduce your taxab... Read this article »


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