Fresh alternative asset insights and the latest news on real estate and private equity investing.
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 with the American Bankers Association and a Self-Directed IRA Professional through the Retirement Industry Trust Association.
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 »
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 »
In 2018, Traditional IRA and Roth IRA contribution limits will remain at $5,500—a level that hasn’t changed since 2013. But changes are coming ne... Read this article »
Has a client ever asked you about investing in real estate or private equity within a tax-advantaged account? And did you have to reluctantly tur... Read this article »
At PENSCO, we know our clients are tax-savvy and enjoy the tax-deferred or tax-exempt benefit that comes from investing with retirement dollars.... Read this article »