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…
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Category Archives: Blog
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…
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….
