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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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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 »


How Much of Your Retirement Portfolio Should be Allocated to Alternative Investments?

How Much of Your Retirement Portfolio Should be Allocated to Alternative Investments?

  |  By Christopher Orr, SDIP

As investor interest in alternative investments rises, a particular question is becoming more and more common: “How much of a retirement portfoli... Read this article »


‘Tis the Season for IRA Owners to Make Qualified Charitable Distributions

‘Tis the Season for IRA Owners to 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 »


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 »


Three Tips for Managing Your Inherited IRA

Three Tips for Managing Your Inherited IRA

  |  By Dimetra Pelekidis, CISP®, SDIP

IRAs have become a popular retirement savings tool since they were introduced more than 40 years, and it’s inevitable that, as FINRA says, a new... Read this article »


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