IRA Alert
Educational Audio Archive
Educational Audio Archive (with corresponding handouts). On the first Wednesday of each month, PENSCO Trust hosts a free live Webinar. (Click here to register for the next one.) If you missed any of them, we post the recordings and corresponding handouts for each session in the ever-growing archive that you are about to access. Please listen and learn at your leisure!
IRA Alert
IRA Alert is a free monthly eNewsletter that will inform you about innovative ways to increase your tax-deferred and tax-free wealth by exploring innovative investment strategies and legal developments within the Self-Directed IRA industry. Read and be inspired to retire. You may unsubscribe at any time.
Webinar Archive
2010 Webinar Series
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5 Reasons To Buy Rental Properties Now With Your IRA & How To Handle "Hard-to-Value" Assets, March 3, 2010
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How to Choose a Financial Advisor & Mortgage Pool Investing, February 3, 2010
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Hands-free Income Producing Investing with IRAs and Smart Strategies for 2009, January 7, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
2009 Webinar Series
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Top 10 Year-end Tax Tips Plus How to Buy/Sell Notes with Retirement Funds, December 2, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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2010 Roth IRA Strategies, November 4, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Due Diligence Tips for Investors and Top Red Flags, October 7, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How To Build Retirement Wealth in Tough Times, September 2, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Tax Implications of Self-Directed Investing and How to Buy and Sell Real Estate-Secured Notes Online, August 5, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Private Note Strategies for Your IRA, July 1, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Finding Funding In Difficult Times AND Why Structured Settlement Annuities May Be a Good Investment for Your Retirement Fund, June 3, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Listen & Learn from Successful IRA Investors & Professionals: How to take advantage of today's unprecedented real estate and financial markets, May 6, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Profit Strategies in Down Market with Alternative Assets, April 1, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Diversify Your IRA into Tax Liens, Trust Deeds and More, February 4, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Hands-free Income Producing Investing with IRAs and Smart Strategies for 2009, January 7, 2009
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
2008 Webinar Series
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Tom's Top 10 Tips, December 3, 2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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IRA Strategies Now That Will Help You Later, November 5, 2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Exit & Distribution Strategies for Your Retirement Plan and Tax Lien Investing, October 1, 2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How & Where to Invest in Multi-Family Properties, September 3, 2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How to Invest in Notes & Trust Deeds With IRAs & Pension Funds, August 6, 2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Tax Strategies to Improve Your Retirement, July 2nd, 2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How You Can Benefit from the Mortgage Meltdown with Retirement Funds 6-4-2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Private Money Investing With Your Retirement Funds 5-7-2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Undiscovered Real Estate and Retirement Investing Strategies Despite a Cold Market 4-2-2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How to Maximize Your IRA Growth and Minimize Your Taxes 3-5-2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Private Equity Investing With Your IRA 2-6-2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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IRA Distribution Strategies And More 1-9-2008
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
2007 Webinar Series
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Smart IRA Tax Tips And How To Benefit With The Solo(k) 12-5-2007
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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"Green" Investments and Community Projects 11-7-2007
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Self-Directed IRA Investor Panel: Listen to IRA Investor Success Stories with Real Estate and Private Equity 10-7-2007
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Cash Flow Analysis of Real Estate Projects: Inside and Outside an IRA, and Pros & Cons of of Investing Your IRA in an LLC 9-5-2007 MP3
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Self-Directed IRA Scenarios: Get Answers From the Experts 8-1-2007
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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New Solo(k)s For Self-Employed Retirement 7-11-07
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Hard Money Lending Using IRA Funds 6-6-07
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How to Invest in a Start-Up Business Using Your IRA 5-2-07
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Anatomy of a Commercial Real Estate Transaction Using Your IRA 4-4-07
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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IRA Wealth Preservation: Using the "IRA Stretch and Protection Trust" to Ensure Your IRA Wealth Dynasty 3-7-07
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Discover new ways to invest your IRA into notes, mortgages, trust deeds and more... 2-7-07
Your IRA, Solo(k), SEP, Roth IRA or qualified plan can invest in so many alternative assets, outside of the traditional stock market, and YOU control the investment choices. Why limit yourself to "e;old school"e; thinking?
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Learn How to Value Real Estate Investment Properties 1-10-07
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
2006 Webinar Series
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Connecting Self-Directed IRA Investors with Business Ventures - Challenges and Solutions 12-6-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How Your IRA Can Benefit From UBIT (Unrelated Business Income Tax) and Leverage 11-1-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Taking advantage of the new Solo(k) and Retirement Plan Distributions and Exit Strategies 10-4-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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IRA investing in pre-construction, condo-hotels and more... 9-6-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How to Invest in Land Trusts and Structure an LLC for an IRA 8-2-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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IRA Investment Strategies 7-5-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Non-Recourse Financing: Learn how to purchase leveraged property with your IRA 6-7-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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1031 Exchanges by SOS 1031, Charitable IRAs, and Investor Success Stories 5-10-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How to Leverage IRAs to Grow Your Business: For Real Estate Agents, Mortgage Brokers & Financial Professionals 5-3-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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The Series LLC
A Cost-and-Time-Saving Asset Protection Tool For The Serious Investor 4-5-06Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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Private Equity Investment Strategies Including How To Invest In Startup Businesses 3-1-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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What CPAs Don't Know That They Need to Know About Self-Directed IRA Investing; Move your business beyond tax returns 2-8-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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How to Invest an IRA into Leveraged Real Estate and More Smart Financial Planning 2-1-06
Your IRA, Solo(k), SEP, Roth IRA or qualified plan can invest in so many alternative assets, outside of the traditional stock market, and YOU control the investment choices. Why limit yourself to "e;old school"e; thinking?
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
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The Solo 401(k) and the New Solo Roth 1-4-06
Hosted by Tom Anderson & Robyn Levin
Corresponding PDF worksheets are available for download
6-Week Audio Conference Series
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Expanding Your Business Through Self-Directed IRAs September 07, 2005
Hosted by Tom Anderson
Corresponding PDF worksheets are available for download
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Real Estate Investment Strategies Using IRA Funds September 14, 2005
Hosted by Tom Anderson
Corresponding PDF worksheets are available for download
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Lending from your IRA September 21,2005
Hosted by Tom Anderson
Corresponding PDF worksheets are available for download
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Building and Structuring your 'Real Estate IRA' September 28, 2005
Hosted by Tom Anderson
Corresponding PDF worksheets are available for download
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Tax Strategies and Solutions October 05, 2005
Hosted by Tom Anderson
Corresponding PDF worksheets are available for download
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Effective Ways to Use LLCs for IRA Investments October 12, 2005
Hosted by Tom Anderson
Corresponding PDF worksheets are available for download
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