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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

The SECURE Act Could Impact Retirement Savings. Here’s How.

  |  By Justin Farian, CISP®

The New Year not only ushered in a new decade, but it also ushered in some of the most significant changes to retirement legislation in almost 15... Read this article »


Stick figure at chalkboard to teach Taxable Income lesson

IRA Owners: Learn About Unrelated Business Taxable Income

  |  By Matthew White, CISP

Investment income generated by most passive investments held in an IRA—like dividends, interest on loans, or gains on the sale of real estate—are... Read this article »


Charitable Donations

IRA Owners: Make Qualified Charitable Distributions

  |  By Dimetra Pelekidis, CISP®, SDIP

‘Tis the season for charitable giving. Nearly one-third of charitable giving occurs in December, as Americans close out the books on the year and... Read this article »


Man hitting ground with pick

Investor Caution: Don’t Overlook the Cost of Investing

  |  By Christopher Orr, SDIP

Many investors don't look at the 401(k) fees or expenses charged by their retirement plan, and this isn't a huge surprise. Often, these numbers c... Read this article »


IRA and money

2020 IRA Contribution Limits Remain Unchanged

  |  By Dimetra Pelekidis, CISP®, SDIP

In 2020, traditional and Roth IRA contribution limits will remain at $6,000 for the second year in a row. But changes are coming in the new year... Read this article »


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