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PENSCO Blog

PENSCO Blog

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

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Nuts and Bolts

What is an IRA Rollover? 2 Options for Retirement Savers

What is an IRA Rollover? 2 Options for Retirement Savers

  |  By Dimetra Pelekidis, CISP®, SDIP

IRAs are one of the fastest growing components of the US retirement market, representing nearly one-third of the $27.1 trillion market. What’s dr... Read this article »


Self-Directed IRA Owners: 10 Questions to Ask a Financial Advisor

Self-Directed IRA Owners: 10 Questions to Ask a Financial Advisor

  |  By Christopher Orr, SDIP

Self-directed IRA investors are in charge when it comes to their retirement investments, but that doesn’t mean they have to go it alone. Many of... Read this article »


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 »


Have You Designated (Or Updated) Your IRA Beneficiary?

Have You Designated (Or Updated) Your IRA Beneficiary?

  |  By Dimetra Pelekidis, CISP®, SDIP

Congratulations on your wedding! Your new baby! Your retirement! Now have you updated your IRA beneficiary information? These well wishes all so... 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 »


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