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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

A Letter From Our President About COVID-19 and Our Business

  |  By Richard Immesberger

EDITORS NOTE: This is an update to the letter we originally published on March 17. We will continue to update it as more developments unfold. Fo... Read this article »


Piggybank with RMD on it

Private Stock IRA Investor’s Guide to RMDs

  |  By Christopher Orr, CISP®, SDIP

One of the perks of growing your retirement nest egg using a traditional IRA is that the holdings can compound year after year on a tax-deferred... Read this article »


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 »


man in business attire

The Definition of Accredited Investor Could Expand in 2020

  |  By Christopher Orr, CISP®, SDIP

Changes may be coming to the definition of accredited investor in 2020 that would widen the pool of investors who can invest in private market of... Read this article »


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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 »


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