Professionals and experienced investors will learn how to leverage more retirement investing
options, and how to accelerate tax-free and tax-deferred wealth at PENSCO Trust's industry
leading event in Dallas on May 29 and 30, 2008.
San Francisco, CA (PRWeb) March 18, 2008 -- Rollover or transfer your IRA or 401(k) to invest in real estate,
notes, private equity, hedge funds and more with a self-directed IRA. Professionals and experienced investors will
learn how to leverage more retirement investing options, and how to accelerate tax-free and tax-deferred wealth at
PENSCO Trust's industry leading event in Dallas on May 29 and 30.
IRA custodian PENSCO Trust has helped over 35,000 clients truly diversify their retirement funds into
alternative assets with self-directed IRA investing. Only 2% of investors are taking advantage of these
little-known strategies either due to lack of knowledge or misinformation from confused professionals. Roughly
75% of Baby Boomer retirees roll their 401(k) retirement funds into IRAs and are often perplexed about their
choices. Now is the time to learn important self-directed IRA rules to build retirement wealth and avoid big
penalties. A sample of topics:
- Learn self-directed IRA investing secrets from the experts
- Discover how to use your IRA and 401(k) assets to buy real estate, secured notes, business start-ups and more
- Find new investment deals and the best cities for retirement homes
- Avoid prohibited transactions like self-dealing and enabling
- Learn how to get 65% returns using the bank's money
- Understand how to benefit by UBIT (Unrelated Business Income Tax)
- Discover the best retirement vehicle for self-employed professionals
Meet & mingle with the expert speakers including Tom Anderson, CEO of PENSCO Trust, Pat Rice, author of
IRA Wealth, Matt Allen, Director of IRA Lending, NASB, Robyn Levin, founder of R. Levin Marketing Group,
Mike Madsen, RealSource Retirement Services, Dr. Jay Shein, president of Compass Financial and many more at
our interactive workshops.
Network with your peers and learn about new opportunities that yield above-average returns. This event is for
professionals & investors who crave content and want to learn from the masters in the industry. Sign-up online at
PENSCO Trust and take advantage of the BIG "early bird" special today. Seating is limited. Attendees will also
receive over 12 hours of recorded MP3s on various topics including rules and regulations on self-directed IRAs.
For more information call 866.818.4472. Please email robyn@robynlevin.com for sponsorship opportunities.
Contact: Allison Mortimer, Marketing Manager, PENSCO Trust Company
415-274-5600 x5628
allison.mortimer@pensco.com
www.PENSCOTrust.com
On July 31st, Tom Anderson, CEO and Founder of PENSCO Trust Company, provided oral testimony at the request of the Department of Labor (DOL) at a public hearing to discuss the feasibility and ramifications of the application of computer model investment advice programs for Individual Retirement Accounts
San Francisco, CA, August 25, 2007-- On July 31st, Tom Anderson, CEO and Founder of PENSCO Trust Company, provided oral testimony at the request of the Employment Benefits Security Administration Division of the Department of Labor (DOL) at a public hearing to discuss the feasibility and ramifications of the application of computer model investment advice programs for Individual Retirement Accounts and similar types of plans. Another discussion topic was restrictions on these advice programs allowing recommendation of proprietary products and the effect on the individual investor’s ability to obtain objective investment advice. As an industry leader in the specialized market of self-directed IRAs and one of the industry experts with in-depth understanding of the IRS guidelines connected with these investments, Anderson was asked to provide perspective from his unique vantage point. Spokespeople from a handful of the major securities firms where in attendance as well. Anderson’s verbal testimony included his concern that any models developed provide the inclusion of ‘non-correlated’ investments, such as real estate and other investments that do not track to the movements of standard financial markets, and generally provide better portfolio diversification with less short-term volatility.
For more information about the DOL hearing from Anderson’s personal experience, visit www.tomandersonblog.com. For more information on self-directed IRA investing including types of allowable investments, rules and guidelines, educational events and other resources, visit www.penscotrust.com.
About PENSCO Trust
For more than 18 years, PENSCO, with offices in New Hampshire, New Jersey, Florida, Texas and California, and with more than $2.1 billion in assets under administration, has helped investors take control of their retirement portfolios. For more information, visit www.penscotrust.com .
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Contact: Allison Mortimer, Marketing Manager, PENSCO Trust Company
415-274-5600 x5628
allison.mortimer@pensco.com
www.PENSCOTrust.com
PENSCO Trust Company, a leading custodian for self-directed IRAs, is hosting free educational and networking events for attorneys, real estate professionals, CPAs and financial planners to provide information about important rules and reveal hidden opportunities for tax-deferred and tax-free retirement planning using self-directed investing. The next seminar is Thursday, September 20th in Boston, MA.
San Francisco, CA, August 17, 2007 --(PR.COM)-- Self-directed IRAs are an enormous, overlooked source of capital for new business start-ups, hard money lending, real estate investing and more. This emerging $4.2 trillion IRA market is growing at $200+ billion per year, mostly from pension plan rollovers and 401(k)s into IRAs as “baby boomers” retire. This underserved market craves more retirement investment options beyond the stock market, and investors are actively seeking help from their advisors for new ways to allocate their assets for optimum diversification. PENSCO Trust Company, a leading custodian for self-directed IRAs, is hosting free educational and networking events for attorneys, real estate professionals, CPAs and financial planners to provide information about important rules and reveal hidden opportunities for tax-deferred and tax-free retirement planning using self-directed investing. The next seminar is Thursday, September 20th in Boston, MA.
“Sixty-six percent of wealth creation in the U.S. has been through real estate and private equity, so why wouldn’t you invest your IRA in what you know,” says Tom Anderson, CEO and founder of PENSCO Trust. Only 2% of IRA investors have tapped into this emerging market, mostly due to lack of knowledge and awareness of the opportunity. Anderson blogs about self-directed IRAs at http://www.tomandersonblog.com.
Financial Advisor David Gagnon, from First Financial Planners, Madison, Connecticut, attended the New Jersey event and said, "Excellent content. Very valuable in setting my practice apart from the competition."
Free Self-directed IRA Industry-Leading Educational Event for Professionals
Pulling together the nation's top talent in the industry, these content-rich seminars will discuss:
- How to buy real estate in a self-directed IRA using a non-recourse loan, by NASB
- How to avoid prohibited transactions, by PENSCO Trust Company
- Tax benefits of 1031 exchanges, by Spectrus Real Estate
- How to use land trusts as an asset protection tool, by North American Realty Services, Inc.
- How to invest in real estate using your IRA, by Pat Rice, author of 'IRA Wealth' and founder of IRA Resource Associates
- New ways to market self-directed IRAs using the Internet, Blogs, PR and more, by R. Levin Marketing Group
Advisors and press: Reserve your seat at www.penscotrust.com. Pre-registration is required.
About PENSCO Trust
For more than 18 years, PENSCO, with offices in New Hampshire, New Jersey, Florida, Texas and California, and with more than $2.1 billion in assets under administration, has helped investors take control of their retirement portfolios. For more information, visit
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Contact: Allison Mortimer, Marketing Manager, PENSCO Trust Company
415-274-5600 x5628
allison.mortimer@pensco.com
www.PENSCOTrust.com
San Francisco, CA, July 2, 2007--Tom W. Anderson, CEO and Founder of the PENSCO Trust Company announces the hiring of Scott K. Rosebrook who joins the Company as President and Chief Operating Officer, effective July 2, 2007. Reporting to Anderson, Rosebrook will be responsible for the Company's daily operations. Anderson said “PENSCO Trust is rapidly growing as one of the leaders in the self directed IRA and retirement account industry. Scott's broad financial services experience and demonstrated leadership in business origination, operations, and strategy will help us more quickly implement our growth initiatives including the development of strategic relationships that will be essential to our continued success in our dynamic market segment. I look forward to working with Scott in his new role at PENSCO Trust as we continue to grow the Company with our unique product offering providing knowledge, integrity and premier service to our clients.”
Rosebrook joins PENSCO Trust most recently from SVB (Silicon Valley Bank) Financial Group, where he was Head of Corporate Development. Prior to SVB, he held a number of senior management positions at leading financial service and technology firms including Managing Director, Business Administration and Planning for TD Securities (USA) and also served on the Board of their registered U.S. broker-dealer. Previous to TD, Rosebrook worked at IBM in their Global Financial Services sector, delivering business consulting and technology solutions for “straight-through” securities processing. Before that, he spent 11 years at Bank of America holding roles as Managing Director and Head of Corporate Finance for the company’s Global Corporate & Investment Banking group, a special assignment in the Office of the Chairman, and also led B of A’s business development activities for derivative products to large corporate clients as part of the Financial Engineering & Risk Management group. Rosebrook holds a B.S. degree in Economics with honors from Siena College, completed graduate studies in the Investment Management Program at the University of London’s London Business School, and has an MBA from the University of San Francisco.
About PENSCO Trust
For more than 18 years, PENSCO, with offices in New Hampshire, New Jersey, Florida, Texas and California, and with more than $2.1 billion in assets under administration, has helped investors take control of their retirement portfolios. For more information, visit
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Contact: Robyn Levin, Marketing Consultant, PENSCO Trust Company
415-690-9990
robyn@robynlevin.com
www.PENSCOTrust.com
San Francisco, CA May 11th, 2007 -- PENSCO Trust Company, the forerunner in advanced education for Self-Directed IRAs, has launched a new series of FREE mini-symposiums for attorneys, real estate professionals, CPAs and financial advisors who want to tap the emerging self-directed IRA market. The seminars explain how advisors can deliver what IRA and 401(k) holders are asking for – little-known alternative investment opportunities in private equities and real estate. The exploding self-directed IRA market is expected to hit the $5.6 trillion mark by 2011. Roughly 75% of Baby Boomer retirees roll their 401(k) retirement funds into IRA accounts, and are begging their advisors for help truly diversifying beyond the default choice of stocks and bonds. The next 2 seminars are on Thursday, May 17th in Dallas, Tx and on Thursday, June 14 th in Hasbrouck Heights, NJ. Visit PENSCO Trust to register for this industry-leading event.
Self-Directed IRAs are an Untapped Opportunity for Many Financial and Real Estate Professionals.
"Most of our country's wealth is in real estate and small business ownership," says Tom Anderson, founder of PENSCO Trust Company, one of the only U.S. firms dedicated to the administration and custody of self-directed IRAs. Only 2% of IRA investors have tapped into this emerging market. Anderson blogs about self-directed IRAs at http://www.tomandersonblog.com.
Free Educational Events on Self-Directed IRAs for Professionals (CE credits offered)
Pulling together the nation's top talent in the industry, these free seminars will discuss:
- How to buy real estate in a self-directed IRA using a non-recourse loan, by NASB
- How to avoid prohibited transactions, by PENSCO Trust Company
- Tax benefits of 1031 exchanges, by Spectrus Real Estate
- How to use land trusts as an asset protection tool, by North American Realty Services, Inc.
- How to invest in real estate using your IRA, by Pat Rice, author of 'IRA Wealth' and founder of IRA Resource Associates
- New ways to market self-directed IRAs using the Internet, Blogs, PR and more, by R. Levin Marketing Group
“The PENSCO events have been invaluable in educating me about this niche market and enabled me to create the “IRA Agent” concept to grow my real estate business”, says David Doscher, founder of IRA Agent.
Advisors and press: Reserve your seat at http://www.penscotrust.com.
About PENSCO Trust Company
Established in 1989, PENSCO Trust Company is the country's only single-service special asset custodian for self directed IRAs, with over $2 billion in real estate and private placement assets under administration. PENSCO, a passive custodian, doesn't sell products nor give investment advice. Visit www.penscotrust.com to learn more.
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Contact: Robyn Levin, Marketing Consultant, PENSCO Trust Company
415-690-9990
robyn@robynlevin.com
www.PENSCOTrust.com
SAN FRANCISCO , CA - PENSCO Trust Company, the forerunner in advanced education, has launched a new series of free mini-symposiums for tax attorneys, real estate pros, CPAs and financial advisors who want to tap the emerging self-directed IRA market. The seminars explain how advisors can deliver what IRA and 401(k) holders are asking for – safe and savvy, but little-known investment opportunities in private equities and real estate. The exploding self-directed IRA market is expected to hit the $5.6 trillion mark by 2011. Roughly 75% of Baby Boomer retirees roll their 401(k) retirement funds into IRA accounts, and are begging their advisors for help truly diversifying beyond the default choice of stocks and bonds. The next seminar is Thursday, Feb. 22nd at the Hyatt Regency, Irvine.
John F. Lampe, wealth manager, real estate broker and attorney discovered at a PENSCO Trust seminar that self-directed IRAs are, "the greatest underutilized wealth management tool available." Only 2% of IRA investors have tapped into the self-directed IRA market.
Untapped opportunities for financial and real estate professionals
"Most of our country’s wealth is in real estate and small business ownership," says Tom Anderson, founder of PENSCO Trust Company, the only U.S. firm dedicated to the administration and custody of self-directed IRAs. "That’s why we’re passionate about educating professionals – so they can help their clients get the benefits of holding tangible non-traditional assets in their IRA accounts," Anderson said. Anderson blogs about self-directed IRAs at http://www.tomandersonblog.com.
Free educational events for professionals
Pulling together the nation’s top talent in the industry, these free seminars will discuss:
Advisors and press: Reserve your seat at www.penscotrust.com.
About PENSCO Trust Company
Established in 1989, PENSCO Trust Company is the country’s only single-service special asset custodian for self directed IRAs, with over $1.9 billion in real estate and private placement assets under administration. PENSCO, a passive custodian, doesn’t sell products nor give investment advice. Visit www.penscotrust.com to learn more.
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Contact: Robyn Levin, Marketing Consultant
PENSCO Trust Company
415-690-9990
Email: robyn@robynlevin.com
San Francisco, CA March 21st, 2007 -- PENSCO Trust Company, the forerunner in advanced education for Self-Directed IRAs, has launched a new series of FREE mini-symposiums for attorneys, real estate professionals, CPAs and financial advisors who want to tap the emerging self-directed IRA market. The seminars explain how advisors can deliver what IRA and 401(k) holders are asking for – little-known alternative investment opportunities in private equities and real estate. The exploding self-directed IRA market is expected to hit the $5.6 trillion mark by 2011. Roughly 75% of Baby Boomer retirees roll their 401(k) retirement funds into IRA accounts, and are begging their advisors for help truly diversifying beyond the default choice of stocks and bonds. The next seminar is Thursday, April 19 th in Ft. Lauderdale, FL. Visit PENSCO Trust to register for this industry-leading event.
Self-Directed IRAs are an Untapped Opportunity for Many Financial and Real Estate Professionals
"Most of our country's wealth is in real estate and small business ownership," says Tom Anderson, founder of PENSCO Trust Company, one of the only U.S. firms dedicated to the administration and custody of self-directed IRAs. Only 2% of IRA investors have tapped into this emerging market. Anderson blogs about self-directed IRAs at http://www.tomandersonblog.com.
Free Educational Events on Self-Directed IRAs for Professionals (CE credits offered)
Pulling together the nation's top talent in the industry, these free seminars will discuss:
- How to buy real estate in a self-directed IRA using a non-recourse loan, by NASB
- How to avoid prohibited transactions, by PENSCO Trust Company
- Tax benefits of 1031 exchanges, by Spectrus Real Estate
- How to use land trusts as an asset protection tool, by North American Realty Services, Inc.
- How to invest in real estate using your IRA, by Pat Rice, author of 'IRA Wealth' and founder of IRA Resource Associates
- New ways to market self-directed IRAs using the Internet, Blogs, PR and more, by R. Levin Marketing Group
Advisors and press: Reserve your seat at http://www.penscotrust.com.
About PENSCO Trust Company Established in 1989, PENSCO Trust Company is the country's only single-service special asset custodian for self directed IRAs, with over $2 billion in real estate and private placement assets under administration. PENSCO, a passive custodian, doesn't sell products nor give investment advice. Visit www.penscotrust.com to learn more.
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Contact: Robyn Levin, Marketing Consultant
PENSCO Trust Company
415-690-9990
Email: robyn@robynlevin.com
Self-Directed IRA educational events hosted by PENSCO Trust Company will be held in various cities throughout the country at no charge. These free mini-symposiums are for tax attorneys, CPAs, financial advisors, real estate & mortgage professionals who want to tap the emerging self-directed IRA market.
San Francisco, CA March 9th, 2007 -- PENSCO Trust Company, the forerunner in advanced education for Self-Directed IRAs, has launched a new series of free mini-symposiums for attorneys, real estate professionals, CPAs and financial advisors who want to tap the emerging self-directed IRA market. The seminars explain how advisors can deliver what IRA and 401(k) holders are asking for – little-known alternative investment opportunities in private equities and real estate. The exploding self-directed IRA market is expected to hit the $5.6 trillion mark by 2011. Roughly 75% of Baby Boomer retirees roll their 401(k) retirement funds into IRA accounts, and are begging their advisors for help truly diversifying beyond the default choice of stocks and bonds. The next seminar is Thursday, March 15th in Bellevue, WA. Visit PENSCO Trust to find an event near you.
Carter Rankin, a registered representative at Welton Street Investments said, "I have attended tons of events and seminars, and PENSCO's event met and exceeded all of my expectations. A great ROI, in terms of my time!"
Self-Directed IRAs are an Untapped Opportunity for Many Financial and Real Estate Professionals
"Most of our country's wealth is in real estate and small business ownership," says Tom Anderson, founder of PENSCO Trust Company, one of the only U.S. firms dedicated to the administration and custody of self-directed IRAs. Only 2% of IRA investors have tapped into this emerging market. Anderson blogs about self-directed IRAs at http://www.tomandersonblog.com.
Free Educational Events on Self-Directed IRAs for Professionals (CE credits offered)
Pulling together the nation's top talent in the industry, these free seminars will discuss:
Advisors and press: Reserve your seat at http://www.penscotrust.com.
About PENSCO Trust Company
Established in 1989, PENSCO Trust Company is the country's only single-service special asset custodian for self directed IRAs, with over $1.9 billion in real estate and private placement assets under administration. PENSCO, a passive custodian, doesn't sell products nor give investment advice. Visit www.penscotrust.com to learn more.
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Contact: Robyn Levin, Marketing Consultant, PENSCO Trust Company
415-690-9990
robyn@robynlevin.com
www.PENSCOTrust.com
Thanks to Uncle Sam’s new Solo(k) retirement account, small business owners have a better way to build wealth – without the income restrictions imposed on Roth IRAs.
PENSCO Trust Offers an Easy Way to Start a Solo(k)
With the new Solo(k), and Roth component, solo practitioners and husband-and-wife-owned businesses get tax-free growth, the ability to borrow from their account and more choices of investments. And there’s still time to set up a Solo(k) retirement plan for 2006 – simply complete the plan documents before December 31 and fund it later.
PENSCO Trust Company, a special asset custodian for self-directed IRAs and Solo(k)s, has opened over 40 accounts in the last two weeks. Tom Anderson, president and CEO of PENSCO Trust says the reason for the surge of volume is simple, “Savvy investors are discovering the new tax benefits afforded by the Solo (k) and are taking control of their retirement.”
As a small business owner you can contribute up to 25% of earnings for a maximum of $44,000 to a SEP/IRA in 2006. But when you take the same contribution, plus an additional $5,000 for those over 50, and open a Solo(k) instead, you get new investment flexibility and tax advantages not available through IRAs and SEP/IRAs. In most cases, your Solo(k) contributions are tax-deductible and grow tax-deferred. With the possibility of contributing up to $15,000 on an after-tax basis through a Solo (k), regardless of your income (unlike the Roth IRA), small business owners can now enjoy the benefits of building wealth through tax-free savings.
Have you missed out on the Roth IRA because you made too much money? Well, now you can get Roth benefits and more with a Solo(k).
Big Benefits with the Solo(k)
If you are self-employed and have no employees (other than a spouse) or part-time employees that work less than 1,000 hours per year, consider opening a Solo (k). Whether you’re operating as a sole proprietor, C Corporation, LLC or Subchapter S Corporation, you will get these benefits:
- No income limitations on contributions, so regardless of your income, you can maximize your contribution with the Roth component
- You can avoid UBIT (Unrelated Business Income Tax) on debt-financed investment properties
- You can buy life insurance
- You can borrow from your plan, up to $50,000 or 50% of the plan assets
- You can contribute to both a Roth IRA and a Solo(k) as long as you earned $110,000 or less Adjusted Gross Income, filing singly.
For more information on beating the 12/31/06 paperwork deadline for a 2006 Solo(k) account or for a comprehensive list of traditional IRA, SEP and Solo (k) contribution deadlines, call 866-818-4472.
About PENSCO Trust Company
Established in 1989, PENSCO Trust Company is the country’s only single-service special asset custodian for self-directed IRAs, with over $1.8 billion in real estate and private placement assets under administration. PENSCO Trust, a passive custodian, sells no products nor gives investment advice.
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Contact: Heather Anderson, Sr. Marketing Manager PENSCO Trust
Company 415-274-5600, ext. 5617
symposium@pensco.com
Contact: Robyn Levin, Marketing Consultant PENSCO Trust
Company 415-690-9990
robyn@robynlevin.com
www.PENSCOTrust.com
Boomers Flock to Self-Directed IRAs - and Clamor for Help
Investing Retirement Funds in Real Estate
SAN FRANCISCO, CA - September 13, 2005 - Once a fraction of
the $3.7 trillion IRA market, self-directed IRAs are now the
fastest growing segment. Roughly 75% of new retirees roll their
401K retirement accounts into IRAs they control and can diversify
beyond stocks and bonds.
"Most of this country's wealth is in
real estate and small business ownership," says Tom Anderson,
founder of PENSCO Trust Company, the only US firm dedicated
to the administration and custody of self-directed IRAs. "And
investors over 40 are clamoring for the tax benefits of holding
their tangible assets in IRA accounts."
Angry investors ask, "Why didn't my CPA tell me?"
The ability to invest IRA funds
in real estate is an unintentional secret, with few financial
professionals well-versed in the process. Investors are often
furious to belatedly learn that it's possible, asking why their
CPA or financial planner didn't offer it as an option earlier.
The money management community, including tax attorneys, real
estate professionals, CPAs and financial planners, holds the
myth that it's too complicated, but San Francisco-based PENSCO
Trust debunks the theory with the nation's first ever self-directed
IRA symposium for professionals. By attending presentations
and panel discussions by world-class tax, investment and real
estate experts, financial advisors will gain the information
they need to expand their services and accommodate their clients'
demand for real estate and private equity investments. The media
is welcome to attend this important event.
National Symposium
on Self-Directed IRAs
10/20 - 10/21/05, Westin St. Francis Hotel in San Francisco
Continuing education credits available
12 top speakers including
Ed Slott, "America's IRA Expert"
About PENSCO Trust Company
Established in 1989, PENSCO Trust Company is the
country's only single-service special asset custodian for self-directed
IRAs, with over $1.4 billion in real estate and private placement
assets under administration.
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