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Have questions or need help from our team of IRA experts? Call us at 888.990.7892 or email ClientService@ptcemail.com

Unlock Your Investment Potential with a Self-Directed IRA

A self-directed IRA can open the door to more than just publicly traded stocks, bonds, and mutual funds, giving investors more control and flexibility than a traditional IRA. Our podcast, PTC Point of View, is dedicated to shedding light on this powerful financial tool. Learn about the different types of self-directed IRA accounts, alternative investments, legal structures, tax advantages, and more. Tune into new episodes each week on PTC Point of View.

How to listen: Apple Podcast or Spotify Channel

Rickey Herring

November 8, 2023

A great experience is how I would characterize the service I have received from Preferred Trust. Searching for the right custodian for my Self-Directed IRA was ended when I found Preferred Trust. Their professional, highly accurate, knowledgeable and friendly staff have provided me with a safe and trustworthy environment for my retirement fund.

Ernest Schmidtchen

November 1, 2023

Awesome experience. Deardra was fantastic. Took care of everything. Couldn't be happier.

Lee Ann Nelson

November 1, 2023

These folks were super supportive and knowledgeable of the process. I explained what I wanted, they laid out the plan step by step and then walked with me through those steps.

Wes Drown

October 27, 2023

Excellent Firm! Top notch people through and through. They understand complex Real Estate transaction, close quickly, and keep me in compliance! Wes Drown, CCIM

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© 2023 Preferred Trust. 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, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.