In the ever-evolving world of finance and investing, finding innovative ways to raise additional capital is paramount. As an investment sponsor, have you ever considered tapping into your client base's…
IzzyOctober 5, 2023
The passage of the SECURE 2.0 Act of 2022 includes new updates for retirement plans, including IRAs. While Self-Directed IRAs allow you to invest in different types of assets, the…
IzzyJanuary 24, 2023
The IRS just announced that retirement plan contribution limits increased for tax year 2023. Significant adjustments were also made to the income eligibility ranges for retirement plan tax-deductions and Roth…
IzzyOctober 31, 2022
This article, “IRA Financial Trust to Sue Gemini Over $36M crypto assets exploit back in February”, is one of the many buyer beware stories that highlights the current security and…
IzzyJuly 11, 2022
The ability to build your retirement nest egg with tax free savings is one of the greatest gifts that the government has ever given American citizens. If you are interested…
IzzyJune 13, 2022
Have you had to let an exciting investment opportunity pass you by because your Self-Directed IRA account at Preferred Trust Company is currently short on liquid, investable qualified funds? If…
IzzyDecember 17, 2021
As a Self-Directed IRA account owner, it is your responsibility to be able to identify and differentiate what fees can be paid by the account owner with personal funds and…
IzzyOctober 12, 2021
We have all experienced a job change at some point in our life and, in most cases, you are on your own to make sure that all your ducks are…
IzzySeptember 17, 2021
Regardless of whether you invest in the conventional market or participate in more sophisticated investments like cryptocurrency, we are all sitting in a world of unknowns right now. However, all…
IzzyMay 11, 2021
Trust Deed investing has been around for decades, offering private investors a myriad of opportunities to invest in real estate development and provides benefits such as diversification, capital preservation, and…
IzzyApril 1, 2021
Did you know that you don’t have to be a small business owner to benefit from creating a Limited Liability Company? You can establish an IRA owned LLC to give…
IzzyFebruary 16, 2021
There are a lot of moving parts to managing a rental property in a retirement account, making it easy to make simple mistakes. Unfortunately, those simple mistakes could have harmful…
IzzyDecember 28, 2020
Real estate is one of the most popular investments to leverage within a Self-Directed IRA. It is a familiar asset if you own your own home or other type of…
IzzyNovember 18, 2020
Investment income in a self-directed IRA is supposed to be 100% tax deferred or tax free depending on the type of retirement account you invest with, right? Surprisingly, that is…
IzzyJanuary 3, 2020
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…
IzzyAugust 30, 2017
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…
IzzyJune 19, 2017
