Articles
2009 Articles
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Rescuing Real Estate
Newsweek 11.04.2009How baby boomers are reigniting the housing market. The battered housing market is getting some help from an unlikely source: retirees.
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NYC Real Estate Expo Undeterred by Tough Times
The Epoch Times 10.16.2009Despite an economic environment that makes selling property as hard as walking through molasses, the executive director of the NYC Real Estate Expo is upbeat.
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Cattle, Fish Business Make Up Alternative IRAs
TheStreet.com 9.22.2009Some Americans are using their Individual Retirement Accounts to invest in cattle, sports teams and restaurants, betting they can make more money than in the stock and bond markets.
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Savvy buyers use self-directed IRA to buy homes
SFgate.com 9.1.2009Nathan Foran used his self-directed IRA to buy a dilapidated foreclosed house in Richmond for $25,000 cash. Read more: http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2009/09/01/BUQI19FAVM.DTL#ixzz0drii2yi1
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2008 Articles
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Self-Directed IRA A Good Bet?
cNBC/Bankrate.com 12.10.2008If you recently watched your individual retirement account or 401(k) drop by double digits, you may wonder if there is a better way to sock away money in an uncertain economy.
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Putting an I.R.A. to Work in Ventures Beyond Stocks
NYTimes.com 10.22.2008At a time when many I.R.A. portfolios are being battered by poor stock market returns, it is tempting to look for ways to replenish the coffers.
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When Stocks Tank, Some Investors Stampede to Alpacas and Turn to Drink
The Wall Street Journal 10.03.2008Who can blame an investor for taking to the bottle? Andy Pick, a 49-year-old stay-at-home father in Atlanta, recently bypassed the stock market for liquid assets -- $120,000 in champagnes.
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Why you should consider alternative assets in your client' retirement portfolios, and how do you get paid for doing so?
TomAndersonBlog.com 04.25.2008You can save quite a bit of time on this topic by simply accepting the value assumption that the inclusion of alternative assets in client portfolios will, on average, improve the portfolios' performance over time.
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Investors tap retirement savings to make real estate bets
InvestmentNews.com 03.31.2008Where some see devastation and loss, others see opportunity. At least that is the situation for investors using little-known, self-directed individual retirement savings accounts to invest in the battered real estate market.
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Why Limit Your IRA or Pension Plan to Stocks, Bonds and Mutual Funds
PR Web Press Release 03.18.2008Rollover or transfer your IRA or 401(k) to invest in real estate, notes, private equity, hedge funds and more with a self-directed IRA.
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Take Charge of your Retirement Account Investments Interview
Simply Wealth 02.25.2008Do you actually want to retire at some point of time? Are you going to actually be able to? Will you have enough money set aside?
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2007 Articles
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Golden Opportunities In Real Estate For Savvy Investors
Producer's Web 12.14.2007Reading the newspaper these days, you would think that what is happening to real estate is similar to what happened to the stock market in 1929.
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Why to Choose a Self-Directed IRA
The Street 10.23.2007Interested in a retirement-friendly, tax-deferred way to invest in, say, reality TV? How about a beach house in Malibu or a burger franchise in Eastern Europe? Well, self-directed IRAs can help.
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What You Dont Know Can Hurt You
Producer's Web 10.15.2007Most if not all financial advisors and planners are interested in looking at a client’s entire portfolio rather than just finding a few new investments to buy as standalone investments.
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Self-Directed IRAs: An Introduction
PENSCO Trust Company 10.15.2007What is a “self-directed IRA” and why are more and more investors and advisors becoming interested in them? A self-directed IRA is a descriptive term rather than a brand or specific product name.
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Alternative IRA is Good Deal for Some
ThirdAge 09.21.2007Say the words Individual Retirement Account and most people automatically think in terms of an IRA where investments are made in the stock market or mutual funds.
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Using Their IRAs to Make Home Loans
The Wall Street Journal 09.11.2007In the midst of the mortgage meltdown, some lenders are actually rooting for foreclosures: investors who make mortgage loans with their IRAs.
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Self-Directed IRA Diversification
NuWire Investor 08.20.2007What do boat slips, fishing rights for sablefish in Alaska and seahorse farming have in common? Water, for one thing. More importantly, they are all investment possibilities within a self-directed IRA (individual retirement account).
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Starting or Funding a Business With a Self-Directed IRA
07.26.2007Over the past 18 years, PENSCO Trust Company has helped thousands of individuals start or acquire businesses, ranging from community banks to fish farms, with funds from their IRAs.
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Checkbook Control for Self-Directed IRAs: What Does It Really Mean and Can Your Client Handle It?
07.25.2007The self-directed IRA industry is booming, and with any new wave, there are some swells. One of those that is surfacing is the use of LLCs as a vehicle to conduct investments within self-directed IRAs.
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Is Commercial Real Estate Part of Your IRA?
NHBR 06.22.2007People often tell me that they would love to invest in commercial real estate, but that they just don’t have the money.
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Using Real Estate to Build Your Retirement Portfolio
MarketWatch 05.04.2007
Real Estate Journal 06.06.2007Four years ago, Vincent McCord was approached by a developer about investing in the construction of a Las Vegas shopping center.
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Don't Overlook Alternative Assets in Retirement Planning
Investors Alley 06.04.2007If you are interested in purchasing real estate, private stock or a private note for investment purposes, but don't think you have enough cash on hand consider the following.
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Take Charge of your IRA
FSB Magazine 05.30.2007Last November, Dave Hanrahan, 37, of Vineland, N.J., decided to try something different to improve the returns in his retirement account.
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A Terrific Opportunity That Might Be Flying Under Your Investment Radar
Pivotal Magazine 05.15.2007I have known many investors who have done nothing more than invest in one asset type over the years, content to get a steady 9-12% annual return, virtually without fail.
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Raise Money Using A Self-Directed IRA
The Street 05.21.2007
Entrepeneur Magazine 05.11.2007If you believe in your business and think it has the potential to be a long-term success, why not make an investment in it using your retirement plan?
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Why Should You Save More in Retirement Accounts?
Producers Web 04.12.2007Sounds like a question with an obvious answer, but today, the rationale for saving more is more compelling than ever before.
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Why The Government Wants You to Save More For Your Retirement
Producers Web 03.06.2007According to data collected by the Federal Reserve Board, 45 percent of households in which the homeowner or spouse was employed contributed to employer-sponsored retirement plans in 2004, and 58 percent owned a retirement account of some kind.
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The Good and Bad About "Checkbook Control" with a Self-directed IRA
Tom Anderson's Blog 01.30.2007When you go shopping for a Hummer, do you expect the salesman to emphasize the fact that it only gets eight miles to the gallon?
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Article Archive
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Wary of Stocks? Property Is an IRA Option
New York Times Online 06.29.2005Like many other investors, Ray Matteson, an executive at a data-processing company, was caught in the dot-com maelstrom of the late 1990's, except that his losses were on a far grander scale than most - about $3 million by his calculations and all of it in a retirement account.
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Using an IRA to Buy Real Estate
New York Times Online 04.17.2005For years, Jack Povoa kept all his retirement money in the stock market and watched as his investments grew, on average, 12 to 15 percent annually, a return many other investors would envy.
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Getting (Real) Estate in your IRA
Marketwatch 12.09.2004Tired of putting your IRA money into the same old investments -- stocks, bonds and mutual funds?
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Outside Protection: Real Estate in an IRA?
On Wall Street 09.01.2004
It's possible if your wealthy clients use an outside custodian. Here's how to make the most of self-directed IRA accounts.Would you like to turbocharge your clients' IRAs, Keoghs and 401(k) plans? These qualified savings plans usually are synonymous with investments in stocks, bonds and mutual funds.
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IRA Adventures: You want to invest in a hot new business, but your money is sitting in an IRA. Surprise; You can use it
Forbes Magazine 10.04.2004Peter Frankling tapped an unusual source to fund his new business, which makes hot-dog-shaped ice cream treats known as Cool Dogs: Two investors, one a friend and the other a professional venture capitalist, put in more than $100,000 each from their Individual Retirement Accounts.
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Self-Directed IRAs: Are They Right For You?
Ed Slott's IRA AdvisorMany people are confused about the term “selfdirected,” thinking such accounts are somehow different from traditional IRAs.
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Self-Directed IRAs Allow Investors to Dabble in Real Estate
Boston Business Journal 05.30.2003With corporate scandals, weak earnings and an uncertain economy, more and more IRA owners are seeking alternative investments.
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