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Pacific Premier Trust Blog

Pacific Premier Trust Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.


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Owning Pre-IPO Shares in Your Self-Directed IRA

  |  By Christopher Orr, CISP®, SDIP

Opportunities to invest in the next hot unicorn — a privately-held startup valued at $1 billion or more by their investors and is expected at som... Read this article »

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Want to Invest in Startups? Regulatory Changes May Help

  |  By Christopher Orr, CISP®, SDIP

Many private equity opportunities, from investing in startups to private hedge funds, are reserved for “accredited investors” — investors who mee... Read this article »

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RMDs: The Driving Factor Behind IRA Withdrawals

  |  By Justin Farian, CISP®

What motivates an IRA owner to make a withdrawal from their retirement account? It’s easy to assume the answer is the need for retirement income,... Read this article »

IRA Piggybank

Three Tips for Managing Your Inherited IRA

  |  By Dimetra Pelekidis, CISP®, SDIP

IRAs have become a popular retirement savings tool since they were introduced more than 40 years, and it’s inevitable that, as FINRA says, a new... Read this article »

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Using A Self-Directed IRA to Invest in Real Estate Tech

  |  By Matthew White, CISP

Investing in real estate and startups are two popular strategies among Pacific Premier Trust’s self-directed IRA clients, and now a growing inves... Read this article »

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