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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Category Archives: Blog
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 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…
