Commercial Real Estate Frontline

Has the economy left you short on cash? Tough times call for creative solutions and the best investors are those that stay ahead of the trends. PENSCO Trust helps clients tap into their self-directed IRA dollars for Real Estate investment.

Last week I attended a PENSCO Trust seminar in New York City. Many of the attendees were Attorneys, CPAs, Financial Advisors, Investors, Developers and Real Estate professionals and all of them were looking for solutions for challenging times. I spoke to a financial advisor with 15 years experience who had not heard of self-directed IRAs until recently.

“Now the Cat’s Out of the Bag”

Investing with Self-directed IRA is as easy as 1-2-3:

1) Determine which IRA to use

(IRA, Roth IRA, SEP IRA, 401(k), Profit Sharing or Other Qualified Plans)

2) Transfer or Rollover Assets to PENSCO Trust as Custodian

3) Choose your Investment

Real Estate (Property, Secured Loans, Tax Lien Certificates) Private Companies (LLCs, LPs, C-Corps) Public Assets (Stocks/Bonds, Mutual Funds, CDs)

Reasons to use self-directed IRAs

1) Opportunity to rebuild lost IRA asset value

2) Can be used for investments you are familiar with

3) Allow further portfolio diversification

4) Potential for better return on investment

5) Tax free investing and savings for life

The Typical Support Team consists of a Developer, CPA, Custodian, CFP, Realtor, Attorney, Investor(YOU). How many members of your support team have discussed investment with self-directed IRAs?

We look at Wall Street to give us an indication of how the economy is doing, and times are looking hard. What do you think successful people do during hard times? They are out looking for creative solutions to take advantage of deals and new ways to grow and keep their money.

So what are you going to do?

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