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Limited Time Offer!

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For any new Self-Directed IRA Account opened from March 15th to April 15th we will waive the Establishment and First Year Administration fees! Account must be funded by April 15th,…

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Tax Time FAQs

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What tax documents will I receive? If you received any distributions from your account in 2018, you will receive form 1099 -R. If you receive multiple 1099-R forms, it is…

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Cyber Monday Special

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Preferred Trust Company has a special offer, but it’s only good Cyber Monday. When you open a new account today, November 26th we’ll waived your Establishment Fee and your first…

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A Statement Check-up!

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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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