The CPA Report, Interview with the AICPA, July 2007 Retirement Savings- Increased Opportunities for Self-Directed Investing Interview With Tom Anderson, 08/20/2007
Video coming soon!
A Terrific Opportunity That Might Be Flying Under Your Investment Radar Pivotal Magazine, Tom Anderson, President, CEO PENSCO Trust Company, 05/15/2007 Click here for the Pivotal Magazine article (PDF).
Getting (Real) Estate in your IRA CBS Marketwatch.com, Robert Powell, 12/09/2004 Click here for the article on CBS Marketwatch.com. (Search archive)
Well the truth be told, you can invest your IRA money in just
about anything you want to provided you can find a custodian
willing to handle the assets and provided you can follow some
fairly complex tax laws.
Outside, Real Estate in an IRA? It's possible if your wealthy clients use an outside custodian. Here's how to make the most of self-directed IRA accounts. On Wall Street, Tony Chapelle, 09/2004 Click here for the article on the On Wall Street website. (Search archive)
This article talks to investment professionals about how to
set themselves apart and build a booming practice by helping
their clients get their IRAs into alternative investments.
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, Ashlea Ebeling, 10/04/2004 Click here for the article on the Forbes Magazine website. (Search archive) Today 97% of Americans' $3 trillion in IRA wealth is held by custodians who allow only conventional investments such as stocks, bonds and CDs. But a handful of specialty IRA custodians and bank trust departments do allow customers to hold alternative investments. This article investigates the pros and cons of alternative IRA investing in depth.
Self-Directed IRAs: Are They Right For You? Ed Slott's IRA Advisor, Tom Anderson, 03/2004 Click here to visit Ed Slott's website at: www.IRAHelp.com This article is an excellent primer of SDIRA basics and provides
some examples of different kinds of investments as well as
important rules to follow. To order the article call 1-800-221-1809
* Due to copyright laws, PENSCO may not be able to readily provide
a PDF or a direct link to an article. To find an article, go to
the website's archive search and search by key terms (i.e. "IRA
Investor"). In some cases, you may have to sign up as a member/subscriber
on the provider's website (either free or otherwise) to access
the article listed.
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