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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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