Planning for your beneficiaries

Eileen on 03 5, 2007

Try Wednesday’s webinar  through Pensco Trust to learn how to protect your beneficiaries if you have taken advantage of one of the fabulous self directed IRA programs I’ve tried to introduce here.

With the stock market remaining unpredictable consider jinvesting some of your reitrements funds in real estate. I converted a SEP IRA, small Roth IRAs, and regular IRAs, rolled them all into a self directed Roth IRA, paid the tax due and began developing with the money. Now I’ve grown my net worth within a Roth IRA and all the growth is tax free. It’s well worth the rollover and paying back any Taxes you saved initially with the IRA if you know how to make your money grow.

If you want to know this great tax benefit, see the Pensco site, start taking the Pensco classes or give me a holler.  

 

About the Author: Eileen Tefft

Eileen has a long and rich background in both residential and commercial sales. She is a CCIM candidate having completed all the course work for this commercial designation and is a broker/owner of RE/MAX Connected and also an investor in LTD Construction and Investments. Eileen believes in real estate as an investment and started her investment career as a real estate syndicator in the mid 80's, much like creating today's REIT's.RE/MAX is a high technology Real Estate Company whose agents love to work with clients on all levels. RE/MAX Connected is a unique combination of real estate sales as well a real estate investment. Eileen is married with 5 children. She is a graduate of UCSD in Chemistry, Biology and Math and holds real estate designations in CRS,CSP,E-Pro, NAREC,ABR to name a few.Eileen is constantly taking classes to further her education.

2 Responses to “Planning for your beneficiaries”

  1. Stan
    March 7, 2007 at 12:45 pm

    Eileen,

    Thanks for the tip. The people are pensco are really great to work with. They just seem to know more than everyone esle I talked to. I called their business development center and got great service.

    Reply
    #104661
  2. eileen
    March 7, 2007 at 7:50 pm

    Pensco is coming to town on March15, so watch here for the announcement. I think they’re great, too.

    Reply
    #104771

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