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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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…
LAS VEGAS October 25, 2018 — Preferred Trust Company has been selected for the 2018 Las Vegas Award in the Business Services category by the Las Vegas Award Program. Each…
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…
Preferred Trust Company has a special offer just in time for Thanksgiving. Open a new account between November 16th through the 24th and we’ll waived your Establishment Fee and your…
Owning a property with your self-directed IRA is a great investment option but it also comes with a certain amount of responsibility for you as the account owner. Although you…
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…
What happens to an IRA during a divorce? Well that depends on the type of retirement plan you have and what state laws you must abide by. For most divorce…
Whether the auction is live or online, the goal is still the same – acquire the real estate at a fraction of the price. Once you have identified and completed…
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…
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…
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…