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PENSCO Blog

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

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Posts Tagged "required minimum distribution"

How IRA Owners Can Prepare for Tax Day 2019

How IRA Owners Can Prepare for Tax Day 2019

  |  By Justin Farian, CISP®

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 »


IRA Owners: Make Qualified Charitable Distributions

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 »


RMDs: The Driving Factor Behind IRA Withdrawals

RMDs: The Driving Factor Behind IRA Withdrawals

  |  By Justin Farian, CISP®

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 »


IRA Required Minimum Distributions: Take 1st RMD at Age 70.5

IRA Required Minimum Distributions: Take 1st RMD at Age 70.5

  |  By Chris Shanahan, CISP®

Most Traditional IRA owners are familiar with the concept of a required minimum distribution (RMD)—and if not, they should be. Starting at age 70... Read this article »


Financial Literacy for Self-Directed IRA Investors

Financial Literacy for Self-Directed IRA Investors

  |  By Christopher Orr, SDIP

Many investors use self-directed IRAs so they can put themselves in control of their retirement savings. Self-directed investors want to invest i... Read this article »


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