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...
Read More
Did you know that, unlike brokerage firms, Self-Directed IRA custodians are not allowed to earn a commission off the investments in your IRA? That is why Self-Directed IRA custodians charge...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
