Menu

(866) 818-4472

Open Account Client Login

PENSCO Blog

PENSCO Blog

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

Blog

Nuts and Bolts

The SECURE Act: 3 Takeaways for IRA Owners

The SECURE Act: 3 Takeaways for IRA Owners

  |  By Curtis Glovier

When it comes to retirement, many Americans do not feel secure. Just one in five Americans is very confident that they'll have enough savings for... Read this article »


Q&A: Frequent Self-Directed IRA Questions from the MoneyShow

Q&A: Frequent Self-Directed IRA Questions from the MoneyShow

  |  By Justin Farian, CISP®

A few weeks ago, I spent three exciting days at the financial whirlwind known as The MoneyShow. The symposium, held in San Francisco, covered all... Read this article »


GAO: Requests Rules on Prohibited IRA Transaction Exemptions

GAO: Requests Rules on Prohibited IRA Transaction Exemptions

  |  By Justin Farian, CISP®

The Department of Labor (DOL) and the IRS need to establish a formal process for overseeing exemptions when IRA owners run afoul of IRA prohibite... Read this article »


Pioneering the Self-Directed IRA

Pioneering the Self-Directed IRA

  |  By Curtis Glovier

Born in 1974, the original Individual Retirement Account (IRA) offered American workers a tax incentive to save for retirement. But because IRAs... Read this article »


UBTI: Understanding Possible Tax Triggers on an IRA’s Income

UBTI: Understanding Possible Tax Triggers on an IRA’s Income

  |  By Dimetra Pelekidis, CISP®, SDIP

It is well known that one advantage of a self-directed IRA is that it may allow you to grow your investments tax-deferred if you use a traditiona... Read this article »


1 2 3     Next