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Preferred Trust Company invites you to the “Pillars of Finance” a one-day seminar to review the fundamentals of retirement; such as Social Security, Pensions and IRA accounts, and Investments.
Saturday, October 21, 2017
10:00 AM – 4:00 AM PDT
Go to Eventbrite for tickets and further details.
I recently inherited an IRA. What does this mean? If you inherit an IRA you are considered the beneficiary. A beneficiary is any person or entity whom the account owner…
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Commonly Used Forms
Access the most commonly used forms for investments, investment expenses, and distributions.
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© 2017 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.