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Tax documents for 2017 including Form 5498 and Form 1099-R (if applicable) are available now through your online account access. The 2017 annual statement package will be available by March 31, 2018.
What happens to an IRA during a divorce? Well that depends on the type of retirement plan you have and what state laws you must abide by. For most divorce…
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© 2018 Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST COMPANY, LLC “Preferred Trust” 2140 E Pebble Road | Suite 140 | Las Vegas, NV 89123 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR1002.