Advantage: IRA market to Asset Sponsors

  • Printer Friendly Page
  • Display Smaller Font
  • Display Larger Font

The following is a short list of advantages of the IRA market as a source of capital to Asset or Fund sponsors:

  1. There is over $3 trillion in IRA money in todays market
  2. All of this money is set aside by IRA owners for investment (e.g., not for new furniture);
  3. Over $250 billion in new money flows into IRAs each year from retirement plans as a result of rollovers from those who are retiring;
  4. Only 3% of IRA money is estimated to be invested outside the publicly-traded stock and bond markets;
  5. Following the current recession, people will be interested in any investment alternative to the stock market;
  6. Education is a great way to garner a larger share of the emerging self-directed IRA market;
  7. PENSCO provides extensive and inexpensive education to professionals and individuals alike on self-directed IRAs;
  8. In addition, this Web-site contains considerable information on all aspects for self-directed investing, including materials (such as over 40 pre-recorded 1 hour webinars and their Powerpoints) that can assist you in both understanding the rules and positioning you to become a value-added expert for your clients and prospects;
  9. We conduct over 100 educational events, meetings and seminars each year (click here for calendar) to help you develop your ability to capture a larger share of business from self-directed IRAs;
  10. Unlike taxable investments, self-directed IRAs offer their owners tax-deferred or tax-free growth as long as the funds and investments are in the accounts.
  • 30 Penhallow Street Suite 200E, Portsmouth, NH 03801
  • 450 Sansome Street, 14th Floor, San Francisco, CA 94111

© 2010 PENSCO Trust Company; PENSCO Inc.