Let’s be truthful, when was the last time you looked at the financial statement associated with your retirement account? If you’re like most people, you probably throw it in the…
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Retirement accounts can be used for charitable giving. Find out how! A qualified charitable distribution (QCD) is generally a nontaxable distribution made directly by the Custodian of your IRA to…
Saving enough money to retire comfortably is a goal every American strives for. But let’s face it life can sometimes throw you a curve ball and you may need to…
What exactly is the new Fiduciary Rule and how does it affect you as an investor? What about your self-directed IRA? As Custodian for self-directed IRAs Preferred Trust Company does…
Some call the marijuana craze the modern-day Gold Rush with a hint of green. With medical marijuana (aka “cannabis”) legalized in 29 states and our nations’ capital, this once illicit…
Business as usual, or is it? Recent reports find that 27 million Americans are starting or running new businesses. You may not think entrepreneurship is an attractive career option for…
An Unsecured Promissory Note is a document that promises to repay a defined amount of money with interest bearing for a certain period. Unlike a Secured Promissory Note that is…
Does tax season have you feeling under the weather? The simple cure may be an IRA Contribution. If it’s springtime, then there are two things that are certain – allergies…
5 reasons to consider a Roth IRA conversion in your 50s. Reason 5: YOUR TAXABLE INCOME WILL BE LOW THIS YEAR Let’s say you are in the U.S. military and…
5 reasons to consider a Roth IRA conversion in your 50s. Reason 4: YOU FEAR THE WEALTHY WILL LOSE SOCIAL SECURITY Dozens of solutions to save the Social Security program…
5 reasons to consider a Roth IRA conversion in your 50s. Reason 3: YOU PLAN TO MOVE WHEN YOU RETIRE Are you thinking of retiring to a high-tax state like…
5 reasons to consider a Roth IRA conversion in your 50s. Reason 2: YOU WILL FACE HIGH RMDs IN RETIREMENT If you are over 59 ½, but younger than 70…
5 reasons to consider a Roth IRA conversion in your 50s. If you aren’t earning much, saving in a Traditional IRA, pre-tax doesn’t help you save much in taxes. Conversely,…
From now until the end of the year Preferred Trust will waive the Establishment Fee for any new clients transferring an account from another Custodian. That’s a savings of $50….
It is a growing trend to use self-directed IRAs to invest in alternative investments. The most popular investment being: real estate. Investing in real estate has tremendous short and long…
Required Minimum Distributions, or RMDs, are generally the minimum amounts that a retirement plan account owner must withdraw annually starting with the year that he or she reaches 70 ½…
Preferred Trust Company is a member of the Retirement Industry Trust Association (RITA), a professional trade association, comprised of regulated banks, trust companies, and industry-related professionals who are passionate and…
Chances are you have never stumbled across anyone that boasts about the fact it only took them five years to plan for retirement? Or that they have so much money…
You may hear these 4 terms often, but do you understand what they mean to your retirement? 401(k) The most common type of workplace retirement plan is a 401(k) plan…
One of the most beneficial aspects of buying real estate with your IRA are the tax benefits. Investors have been purchasing real estate with their SD IRA’s for decades and…
