Contents:

  1. Pensco Symposium
  2. Article by Michael Scott
  3. Helpful Websites
  4. Upcoming Events(Seminars, Workshops)

Pensco Symposium

Register Today for the Upcoming Symposium on Self-Directed IRAs!
This inaugural event is designed to provide a select group of CPAs, attorneys, financial advisors, real estate professionals, and other retirement specialists a unique opportunity to deepen their knowledge of alternative retirement investments as this market experiences explosive growth.

Where: St. Frances, Hotel, San Francisco, CA
When: October 29th and 21st, 2005

Who Should Attend: Financial Planners, Broker Dealers, Investment Firm, Tax and Estate Attorneys, Mortgage Brokers, Retirement Plan Administrators, and Real Estate Professionals.

You will learn important information about: tax and other financial issues, legal considerations, marketing strategies and tools, and real estate investing. And you will hear from successful individuals who have used their Self-Directed IRAs in innovative ways.

Our goal is to provide a stimulating atmosphere in which to learn and conduct business. However, we need you in attendance is we are to be successful in achieving our goal. Small multi-disciplined audiences prompt the intriguing questions and thought provoking dialogue that is critical to both successful educational programs and effective networking. we are confident you will fid the symposium to be an outstanding experience with ample take-away information.

Click here for more information and to register: http://www.pensco.com/symposium/2005_Symposium.asp
When registering use the Special Guest Rate of $350 (save $325!) by using the code: STANDEN
Or call us at: 866-818-4IRA (4472)
Or email us at: [email protected]


Article by Michael Scott

Cash in on the American Investor’s Quest for Alternative Investments
Michael P. Scott, Vice President, PENSCO Trust Company

With the continuing evolution of the cash flow industry, new processes, markets, and opportunities are emerging. One of the more exciting opportunities involves the availability of funding to purchase notes. There is in excess of $3 Trillion in IRA funds in the United States today. Most is invested in the more conventional investment types, such as CDs, mutual funds, stocks and bonds. The exciting news for members of the Cash Flow industry is that these retirement funds are all available to be invested through you in your notes or investment pools. The good news for investors considering this strategy is that it can be done without cashing in their IRA account, and can be done penalty-free, tax-deferred, and sometimes even tax-free!

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Disclaimer

The information provided in this article is for general educational and informational purposes only and does not constitute legal, financial, investment, tax, or professional advice. Note Servicing Center, Inc. is a licensed loan servicer and does not provide legal counsel, investment recommendations, or financial planning services. Reading this content does not create an attorney-client, fiduciary, or advisory relationship of any kind. Nothing in this article constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, promissory note, mortgage note, fractional interest, or other investment product. Any references to notes, yields, returns, or investment structures are illustrative and educational only. Past performance is not indicative of future results, and all investments involve risk, including the potential loss of principal. Note investing, real estate transactions, and lending activities are subject to federal, state, and local laws that vary by jurisdiction and change over time. Before making any decision based on the information in this article, you should consult with a qualified attorney, licensed financial advisor, certified public accountant, or other appropriate professional who can evaluate your specific circumstances. Some articles on this site include hypothetical stories, examples, and scenarios created to illustrate concepts and demonstrate the types of situations Note Servicing Center, Inc. handles. Any names, companies, properties, and circumstances in these examples are fictitious or have been anonymized to protect confidentiality, and any resemblance to actual persons or entities is coincidental. These examples do not describe specific clients and do not guarantee any particular outcome. Some content may be created with the assistance of generative AI tools and may contain errors or omissions. While we make reasonable efforts to ensure the accuracy of the information presented, Note Servicing Center, Inc. makes no warranties or representations regarding the completeness, accuracy, or current applicability of any content. We disclaim all liability for actions taken or not taken in reliance on this article.