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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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Security and Regulation

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 »


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 »


Regulation Best Interest: Financial Professionals’ New Rules

Regulation Best Interest: Financial Professionals’ New Rules

  |  By Curtis Glovier

The Securities and Exchange Commission (SEC) has adopted a new package of rules, referred to as Regulation Best Interest or Regulation BI, that a... Read this article »


Self-Directed IRA Owners: 10 Questions for Financial Advisors

Self-Directed IRA Owners: 10 Questions for Financial Advisors

  |  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 »


Fiduciary vs. Suitability Standards: Advisor Differences

Fiduciary vs. Suitability Standards: Advisor Differences

  |  By Christopher Orr, SDIP

Self-directed IRA investors often rely on financial advisors to help manage their retirement funds and evaluate investments. But not all retireme... Read this article »


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