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Videos and Media

You might be interested in some of the PENSCO-produced educational videos and past webinars*.   This is just another way for us to share insights, tips and trends related to self-directed IRA investing.

Check out our library below:

PENSCO Presents: Performing Due Diligence on Single Family Rentals with Abhi Golhar


Abhi Golhar, host of Real Estate Deal Talk radio, offers exclusive insights into performing due diligence on single family rental homes. Learn about trends in the real estate market, how to find the best deals, using rentals as a diversification strategy, formulas to use, and building a great rental management team.

PENSCO Presents: Alternative Asset Valuation Insights with Attorney Frank L. Bridges


How do you determine the value of an alternative asset? Attorney Frank Bridges of Heritage Design Law, LLC, discusses how to calculate fair market value (FMV) , valuing “hard to value” assets in self-directed retirement accounts (including Solo 401(k) accounts), important deadlines, and how to avoid IRS penalties for...

PENSCO Presents: Self Directed IRAs & Real Estate Investments featuring Mat Sorensen


PENSCO provides the opportunity to hear directly from Mat Sorenson, a nationally recognized attorney, author and expert on the topic of self-directed IRAs as he discusses a variety of key topics related to self-directed IRAs and real estate investments.

How to Choose an IRA Custodian


One of the most important steps in the self-directed IRA process is choosing the right custodian for your account.  A good custodian can guide you through the complexities of self-directed IRA ownership and help protect you from pitfalls, such as fraud and prohibited transactions.

The Untold Story: Using Alts In Retirement


Interviews with industry experts including Investment Sponsors, Financial Advisors, Wealth Managers, Entrepreneurs and experienced Individual Investors discussing the benefits and use of alternative assets within a retirement account with PENSCO Trust Company.

The Untold Story: What are Alternatives?


You're not limited to stocks, bonds, and mutual funds. Discover the different types of assets that can be held in IRAs.

The Untold Story: Challenges, Barriers, Solutions to Alts Investing


Industry experts describe the challenges, barriers, and solutions to using alternative assets within an IRA.

The Untold Story: Technology in Alts Investing


Technology is expanding ​investors ability to access and manage alternative asset​s ​in an IRA.

The Untold Story: Using Alts for Diversification & Returns


I​ndustry ​experts discuss the benefits of true portfolio diversification and improving returns by incorporating alternative assets in a retirement account.

What is a Self Directed IRA?


What is a self-directed IRA? Are they different from other IRAs? What can you invest in with a self-directed IRA? This short video helps explain some of the common questions investors have regarding self-directed IRAs.

Private Equity Opportunities: The PENSCO Self-Directed IRA


Savvy investors realize that private equity can deliver significant rewards. When those investments are held in a tax-advantaged IRA, the returns can be even more compelling. You can use your PENSCO self-directed IRA to purchase ownership in everything from micro-businesses to billion-dollar global companies as well...

Harnessing the Crowd: Understanding the Benefits of Equity Crowdfunding


Equity crowdfunding has a large and growing base of global supporters and advocates. Some call the recent rise in popularity “a revolution” in early stage finance. If you have thought about crowdfunding as an investment opportunity, this 45-minute webinar will help to explain:

  • Differences in crowdfunding platforms...

The Power of Angel Investing Networks


Join us for this exclusive webinar, where you’ll discover all the benefits of working with an angel investing network, including deal sourcing, due diligence, deal screening, valuation and deal terms, and you’ll discover why being part of a team can help you leverage and negotiate an overall deal that makes sense for...

Real Estate Opportunities: The PENSCO Self-Directed IRA


One popular application of funds in a PENSCO IRA has been direct or indirect investments in the ultimate 'hard' asset: real estate. You can invest in property for long-term appreciation, rental income, or a short-term "flip" (renovating with the aim of quickly selling at a profit). You can even benefit from real...

Alternative Investing: The PENSCO Self-Directed IRA


If you're serious about growing your retirement savings, have a look at Alternative Assets. The largest and most savvy investors in the world have long enjoyed the benefits of holding alternative assets -- from hard assets like real estate to investments in private companies -- to grow their retirement assets. And...

*PENSCO Trust Company performs the duties of an independent retirement custodian, and, as such, does not provide investment advice, sell investments or offer any tax or legal advice. PENSCO is not affiliated with any investment, investment sponsor or investment advisor. Potential clients are advised to perform their own due diligence in choosing an attorney, tax advisor, or any investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. This information is for general purposes only and is not intended as an individual recommendation or to be a substitute for specific individualized tax, legal or investment planning advice.