PTC Marketing Communications Portal 2024

February

  • Company Partnership Stats:
    • Phoenix Capital |  Accounts YTD total –
    • Ignite Funding | Accounts YTD total –
    • Island Project |  Accounts YTD total –
    • Turbine Capital | Accounts YTD total –
  • 2/21/24 – Blog – Diversification Within a Self-Directed IRA
    • Discusses the importance of diversification, its advantages, and how it can be successfully utilized to strengthen your retirement portfolio. Click here to read the blog.
  • 2/15/24 – Blog – Roth IRAs: The Five-Year Rule
    • Discusses one important aspect of Roth IRAs that investors need to be aware of is the “Five-Year Rule.” This rule has implications for both contributions and withdrawals, and understanding it is crucial for maximizing the benefits of a Roth IRA. Click here to read the blog.
  • 2/16/24 Podcast – Rapid Fire: 7 Quick Questions on Oil and Gas Investments
    • In this rapid fire round, Carrie Cook, CEO of Preferred Trust, asks Derreck Long, Wealth Manager at Eckard Enterprises, various aspects of investing in the oil and gas industry. The conversation covers different ways individuals can invest in oil and gas, the risks involved, conducting due diligence, ongoing costs, the impact of governmental changes, myths and misconceptions, and future predictions for the industry. Click here to listen.
  • 2/14/24 – Email – Contribution Sweet Spot
    • Invites clients to take advantage of the “contribution sweet spot” for your IRA! This is the strategic period between the beginning of the year and the tax filing deadline, when you can make contributions for both the previous and current tax years. Click to view email.
  • 2/8/24 – Email – Corporate Transparency Act
    • Sent to clients with an IRA LLC this email  brought the 2024 Corporate Transparency Act to their attention and directed them to our latest blog where we discuss how it is reshaping the regulatory landscape, and it directly affects investors like you who have chosen an IRA LLC structure.  Click to view.
  • 2/7/24 – Blog – Navigating the 2024 Corporate Transparency Act: Impact of IRA LLCs.
    •  In this brief overview, we explore the key aspects of the Corporate Transparency Act and its potential impact on clients with an IRA LLC. Click to read blog.
  • 2/6/24 – Email – Coffee or Retirement Email
    • Share the Coffee or Retirement blog with Business clients to get them to think about making strategic choices today for a worry-free tomorrow. Click here to view. 
  • 2/1/24 – Email – Preferred Trust – January Podcast & Blog Recap

January

  • Company Partnership Stats:
    • Phoenix Capital |  Accounts YTD total – 0
    • Ignite Funding | Accounts YTD total – 9
    • Island Project |  Accounts YTD total – 4
    • Turbine Capital | Accounts YTD total – 1
  • 1/31/24 Blog – Understanding the Self-Directed SIMPLE IRA
    • By understanding how this distinctive retirement account aligns with the broader spectrum of cost-effective 401(k) options for small businesses, you can assess its suitability for both your business and its employees. Click here to read blog.
  • 1/31/24 Podcast – Passive Real Estate for Pilots with Tait Duryea
    • Carrie Cook, CEO of Preferred Trust and Tait Duryea, founder of Turbine Capital, discuss the opportunity for investors to use self-directed IRAs to invest in syndications. Tait discusses the benefits of syndication investing and how it allows high-income professionals to diversify their portfolios. Click here to listen.
  • 1/25/24 – January Review Email
  • 1/25/24 – Blog – What is a Backdoor Roth IRA?
    • The backdoor Roth IRA isn’t an official individual retirement account type; instead, it’s a strategic approach employed by high-income earners exceeding Roth IRA income limits. This technique involves converting a traditional IRA to a Roth IRA. Click here to read the blog.
  • 1/18/24 – Email January Contributions
  • 1/17/24 – Blog – IRA and Retirement Plan Contribution Limits for 2024
    • This blog will provide you with the 2024 contribution limits for various retirement accounts, along with answers to frequently asked questions. Click here to read.
  • 1/16/24 – Email – Biannual Client Survey 
    • Asks active clients to complete the survey and provide feedback to  help us tailor our education and provide personalized information about your investment strategy and alternative investment options.  Click here to view.
  • 1/10/24 – Blog – Registered Investment Advisors (RIAs) for Self-Directed IRAs (SD IRAs)
    •  We recognize the invaluable synergy between RIAs and SDIRA account holders. Leveraging the expertise of an RIA offers a multitude of benefits for investors seeking to optimize their retirement investments. Read the blog to find out more.
  • 1/8/24 – Email – Finding Your Way Whitepaper 
  • 1/4/24 Podcast – Why Invest in Precious Metals? Featuring Drew Mason 
    • In this episode, we have the privilege of hosting Drew Mason from St. Joseph Partners. Join us as Carrie and Drew delve into the intricate world of precious metals.  Click here to listen.
  • 1/3/24 Blog – Maximize Your Retirement Resolutions with Our IRA Calendar
    • Preferred Trust has you covered with our insightful 2024 IRA Calendar. This calendar is designed to guide you through a year of strategic planning, helping you achieve one goal or task for your Self-Directed IRA each month. Click to view on blog.