PENSCO Trust - Self Directed IRA | Professionals: Overview

If you're a professional looking at ways to grow your business, consider the emerging self-directed retirement industry. With baby boomers retiring at the rate of 10,000 per day, creating self-directed retirement accounts from their former corporate 401(k)s, there is an increasing trend toward self-direction and portfolio diversification. Savvy professionals are finding out about the opportunities for increasing their prospects and increasing business from current customers by involving their clients' retirement accounts. So find your spot below and read and learn more:

Attorneys

If you're a real estate, estate planning or business attorney, you can enhance your practice by learning he rules and regulations related to retirement accounts. Attend one our many advanced education classes to learn the rules and how you can take advantage of them.

Real estate Professionals

If you're a realtor or real estate or mortgage broker, you may not be aware of the numerous ways an IRA or retirement can help you close more deals. Retirement accounts can purchase all forms of investment property, and funds are more readily available than taxable funds.

CPAs and Accounting Professionals

More and more accounting professionals are being called on by their clients to provide input to their retirement savings and investing strategies. By learning the rules unique to retirement accounts, including Unrelated Business Income Tax (UBIT), you can add a new niche and a value-added service for your customers.

Registered Investment Advisors & Financial Planners

More than any professional group, financial planners and investment advisors know the importance of true diversification into multiple non-correlated asset classes. Such professionals need to understand more about regulations related to self-directed retirement accounts so that they can optimize their client portfolios and take advantage of the wide array of investment opportunities including domestic and foreign real estate, private equity and private debt instruments.