PTC Marketing Communications Portal 2024

July

  • Company Partnership Stats:
    • Ignite Funding | Accounts YTD total –
    • Island Project |  Accounts YTD total –
    • SWP | Account YTD total –
    • Turbine Capital | Accounts YTD total –
    • Aptera | Account YTD total –
    • Nomad Capital | Account YTD total –
    • LGX Energy | Account YTD total –
    • Victory Spirits | Account YTD total –
  • 7/1/24 – Email- Stay Informed with Preferred Trust: Latest Podcast Episodes and Blog Posts
    • Preferred Trust wants to empower clients with the knowledge to navigate the exciting world of SDIRA investing. Dive into summaries of our recent podcasts and blog posts – your one-stop shop for valuable insights to make informed investment decisions, Click to view.

June

  • Company Partnership Stats:
    • Ignite Funding | Accounts YTD total – 46
    • Island Project |  Accounts YTD total – 19
    • SWP | Account YTD total – 12
    • Turbine Capital | Accounts YTD total – 9
    • Aptera | Account YTD total – 8
    • Nomad Capital | Account YTD total – 2
    • LGX Energy | Account YTD total – 2
    • Victory Spirits | Account YTD total – 1
  • 6/26/24 – Blog – Common Mistakes When Investing in Real Property Through a SDIRA
    • For some, a Self-Directed IRA could be a means to invest tax-advantaged retirement funds in real property. However, it’s essential to navigate the rules governing everything from property ownership and usage to managing expenses and profits to avoid IRS penalties.  Click to view.
  • 6/20/24 – Email – Maximize Your SEP IRA Contributions
    • This email encourages clients to maximize your SEP IRA contributions and setting up recurring contributions, you can significantly boost your retirement nest egg.  Click to view.
  • 6/20/24 – Podcast – Digital Currency: A Long-Term or Short-Term Investment?
    • In this episode, Carrie Cook and Chris Trembly discuss digital currency. Cook emphasizes that investing in digital currency through an IRA should be a long-term play, not for day trading and highlights the importance of doing research and due diligence on digital assets and the security measures taken by custodians.  Click to view.
  • 6/19/24 – Blog – Maximizing Wealth: Exploring the Benefits of a Self-Directed IRA
    • When we think of retirement planning, the traditional Individual Retirement Account (IRA) has long been a staple. However, for those seeking more control and diversity in their investment portfolio, a self-directed IRA opens a world of possibilities. Unlike traditional IRAs, which typically limit investments to stocks, bonds, and mutual funds, a self-directed IRA empowers investors to direct their retirement funds into a broader range of assets, including real estate, private equity, precious metals, and even cryptocurrencies. Let’s delve into the myriad of benefits of embracing a self-directed IRA for your retirement goals.  Click to view.
  • 6/14/24 – Email – June Reviews- Your Voices Shapes Our Futures
    • This email asks clients to share their experience with Preferred Trust helps us grow and improve, while also empowering others to make informed decisions about their self-directed IRA custodianship.  Click to view.
  • 6/12/24 – Blog – Essential Documents for Self-Directed IRAs: What Clients Should Keep and How Long
    • Whether you’re a seasoned investor or just beginning to explore the world of self-directed IRAs, understanding the essential documents to maintain and their recommended retention periods is paramount. Let’s delve into the key documents every self-directed IRA holder should keep and how long they should retain them.  Click to view.
  • 6/6/24 – Email – Discover Unique Investment Opportunities
  • 6/5/24 – Blog – Understanding the ABCs of Retirement Account Moves: IRA Rollovers and Transfers
    • Planning for retirement involves not only saving diligently but also navigating the intricacies of retirement accounts. Among the common maneuvers within this realm are IRA rollovers, transfers, and Roth conversions. Each serves a distinct purpose and understanding the differences between them can empower individuals to make informed decisions about their retirement savings strategy. This article delves into the nuances of each.  Click to view.
  • 6/3/24 – Email – Stay Informed with Preferred Trust: Latest Podcast Episodes
    • At Preferred Trust, our mission is to equip you with invaluable insights to navigate the complexities of investing through a self-directed IRA (SD IRA). In line with this commitment, we’re excited to present a summary of our latest podcast episodes and blog posts.  Click to view.

May

  • Company Partnership Stats:
    • Ignite Funding | Accounts YTD total – 41
    • Island Project |  Accounts YTD total – 16
    • SWP | Account YTD total – 11
    • Turbine Capital | Accounts YTD total – 7
    • Aptera | Account YTD total – 4
    • Nomad Capital | Account YTD total – 2
    • LGX Energy | Account YTD total – 2
    • Victory Spirits | Account YTD total – 1
  • 5/30/24 – Podcast – Traditional vs Alternative Investing: What You Should Know
    • CEO Carrie Cook and Host Chris Trembly explore the differences between alternative and traditional investments, focusing on the types of alternative investments, ROI, liquidity, due diligence, and portfolio balance. They talk emphasizing the importance of diversification and education in making investment decisions.  Click to view.
  • 5/29/24 – Blog – Understanding Digital Currency Mining and Airdrops: Why Preferred Trust Does Not Custody Them in Self-Directed IRAs
    • Digital currency, mining and airdrops have become familiar terms. However, not all financial custodians allow these activities within self-directed Individual Retirement Accounts (IRAs). At Preferred Trust, we prioritize compliance and tax efficiency, which is why we do not custody digital currency mining or airdrops in self-directed IRAs. Here’s a closer look at these activities and the reasons behind our policy.  Click to view.
  • 5/24/24 – High Heel Boss Blog – Investment Due Diligence Process
    •  This blog reviews the criteria that I used to decide whether to invest in an alternative asset.  Click to view.
  • 5/23/24 – Email – Don’t Miss Out on Maximizing Your IRA Contribution for 2024!
    • In our new blog, titled “Unlocking Financial Freedom: How Biden’s Overtime Rule Impacts Your Self-Directed IRA,”  delves into the recent final rule rolled out by the Biden Administration to expands overtime pay eligibility. But why does this matter for your self-directed IRA? With more earnings from overtime pay, you have the opportunity to enhance your retirement savings significantly. Our blog explores how redirecting these funds directly into your self-directed IRA can amplify the growth of your investment portfolio while leveraging tax advantages.  Click to view.
  • 5/22/24 – Blog – Navigating the Department of Labor’s Final Fiduciary Rule
    • The Department of Labor (DOL) has recently introduced its final fiduciary rule, aiming to protect investors by ensuring financial advisors act in their clients’ best interests when providing retirement advice. This rule, which has undergone various revisions and debates over the years, holds significant implications for both financial advisors and individual investors. In this blog post, we’ll delve into the key aspects of the final fiduciary rule as of April 23, 2024, and explore its impact on the investment landscape.  Click to view.
  • 5/20/24 – Email- Connect with us on Our New Facebook Page
    • Preferred Trust now has a brand new Facebook Page! Our commitment to providing you with valuable and informative content remains unchanged. On our new page, you’ll find the same insightful updates, helpful resources, and industry news that you’ve come to expect from us. We invite you to connect with us on Facebook by following our new page. Simply click the link below to visit our page and hit the “Follow” button to stay updated.
      Click to view.
  • 5/20/24 – Blog – The 10 Most Prominent Business Leaders to Watch in 2024 – Carrie Cook
    • Tycoon Success Magazine features the story of Carrie Cook, a real estate marvel and investment lending expert. Cook holds two consecutive executive-level roles: CEO of Preferred Trust Company and President of Ignite Funding.  Click to view.
  • 5/17/24 – Email – May Review Share Your Experience – Your Feedback Matters!
    • This email kindly request your assistance in sharing your experience with Preferred Trust by leaving a review and asks clients  to take a moment to share their thoughts on the platforms listed in the email.  Click to view.
  • 5/15/24 – Blog – Unlocking Financial Freedom: How Biden’s Overtime Rule Impacts Your Self-Directed IRA
    • Recently, the Biden Administration rolled out a final rule that promises to bring millions more salaried workers under the umbrella of overtime pay. But what does this mean for you, especially if you’re managing your retirement savings through a self-directed IRA? Let’s delve into this topic and uncover the potential implications for your financial future.  Click to view.
  • 5/9/24 – Email – Log into your portal 
    • This email reminds clients that staying informed is key to achieving their investment goals. That’s why we’re reaching out to remind them of the importance of regularly logging into your client portal.  Click to view.
  • 5/8/24 – Blog – Maximizing Wealth: Exploring the Benefits of a Self-Directed IRA
    • When when speak of retirement planning, the traditional Individual Retirement Account (IRA) has long been a staple. However, for those seeking more control and diversity in their investment portfolio, a self-directed IRA opens a world of possibilities.  Click to view.
  • 5/3/24 – High Heel Boss Blog – Preferred Trust’s Role in Financial Empowerment: Unlocking the Potential of Self-Directed Investments Part 2
    • Here is a step-by-step guide to help get started on your alternative investment journey with a self-directed IRA.  Click to view.
  • 5/2/24 – Email – April Podcast & Blog Recap 
    • This email offers clients a summary of our most recent podcast episodes and blog posts.  Click to view.
  • 5/1/24 – Blog – When Does it Make Sense to Change to Another Self-Directed Custodian?
    • Deciding when or, more importantly, why to change self-directed custodians depends on various factors such as fees, investment options, customer service quality, and your specific financial goals. Here are some situations when it might be a good time to consider changing.  Click to view.

April

  • Company Partnership Stats:
    • Phoenix Capital |  Accounts YTD total – 6
    • Ignite Funding | Accounts YTD total – 34
    • Island Project |  Accounts YTD total – 15
    • Turbine Capital | Accounts YTD total – 5
  • 4/26/24 – High Heel Boss Blog – Preferred Trust’s Role in Financial Empowerment: Unlocking the Potential of Self-Directed Investments Part 1.
    • With a self-directed IRA, investors can invest in alternative assets such as real estate, private equity, precious metals, cryptocurrencies, and more. This  article considers some reasons why a self-directed IRA is considered a powerful tool.  Click to view.
  • 4/24/24 – Blog – Digital Currency Options for Your Self-Directed IRA with Preferred Trust.
    • we’ll delve into the world of investing in digital currency with a focus on cold storage wallets and the diverse array of coins you can diversify your Self-Directed IRA portfolio with.  Click to view.
  • 4/23/24 – Podcast- Building Wealth through Non-Performing Mortgage Note Investing 
    • Lauren Wells, co-founder of 7E Investments, discusses the opportunity for passive income through investing in non-performing mortgage notes secured by single-family homes. She explains how they fix and flip these mortgage notes, turning them into performing assets. Lauren emphasizes the importance of understanding the asset class and the sponsor when considering investments and highlights the accessibility of their investment options, including a Reg-A offering with a minimum investment of $5,000. The vision for 7E Investments is to impact over a thousand investors and continue to provide opportunities for people to get in the game. Click to view.
  • 4/23/24 – Email – April Review Email 
    • This email asks clients to share your experience with Preferred Trust by leaving a review.  Click to view.
  • 4/18/24 – Email – National Client Appreciation Day 
    • This email expresses gratitude for the invaluable relationships we’ve cultivated with our clients and extends a heartfelt “thank you” our Preferred Trust clients.  Click to view.
  • 4/17/24 – Blog – Exploring the Impact of Bitcoin Halving
    • Bitcoin halving is a significant event in the world of cryptocurrency. It occurs approximately every four years and is designed to control the supply of new bitcoins entering the market. The process involves reducing the mining reward by half, resulting in a decreased rate of bitcoin production. This mechanism is built into the Bitcoin protocol to ensure scarcity and prevent inflation. Click to view.
  • 4/12/24 – High Heel Boss Blog – The Power of Authentic Leadership: My Approach to Leading Preferred Trust and Ignite Funding.
    • The power of authentic leadership lies in the ability to inspire trust, foster engagement, and drive organizational success through genuine and transparent leadership practices. Authentic leaders are true to themselves, their values, and their beliefs, which enables them to build strong connections with their employees and consumers. This blog discusses some critical aspects of the power of authentic leadership. Click to view.
  • 4/12/24 – Podcast – Navigating the Volatile Cryptocurrency Market 
    • Chris Trembly delves into the remarkable success story of Kenneth Baker in the realm of Digital Currency Investments. As a client at Preferred Trust, Mr. Baker has not only achieved significant success but also garnered invaluable insights and lessons from his journey in the digital currency market. Kenneth generously shares his experiences, providing a firsthand account of his path to success and the valuable lessons learned along the way.  Click to view.
  • 4/11/24 – Email – DC Advocacy  
    • April 15 is not just a deadline for filing taxes, but also marks the end of the window to contribute to your IRA for the 2023 tax year.  Click to view.
  • 4/10/24 – Blog – Digital Currency Insurance Smoke and Mirrors
    • The next time you create a free account to purchase digital currency on an exchange platform, consider that you are providing your name, email address, physical address, and social security number that will be tied to your account or sub-account ledger used by the exchange platform. When the exchange platforms are hacked, so is your personal information, and your digital currency is potentially lost.  Click to view.
  • 4/3/24 – Email – Last Chance to Contribute for 2023  
    • April 15 is not just a deadline for filing taxes, but also marks the end of the window to contribute to your IRA for the 2023 tax year.  Click to view.
  • 4/3/24 – Blog – Digital Currency Exchange Platforms vs Self Custody: Which is a better bet? 
    • With the introduction of digital currency, decentralization became a household name. The theory, however, did not last long as the government implemented requirements for reporting all users’ personal information on every exchange platform to track their purchases and sales of digital currency.  Click to view.
  • 4/1/24 – Email – March Podcast & Blog Recap 
    • This email offers clients a summary of our most recent podcast episodes and blog posts.  Click to view.

March

  • Company Partnership Stats:
    • Phoenix Capital |  Accounts YTD total – 3
    • Ignite Funding | Accounts YTD total – 23
    • Island Project |  Accounts YTD total – 10
    • Turbine Capital | Accounts YTD total – 2
  • 3/25/24 – Podcast- Luxury Real Estate Insights with Nova Haus
    • Martin Papp, the general partner and co-founder of Nova Haus, joins Carrie Cook to discuss how you can invest in Nova Haus with your Self-Directed IRA. He shares his background and experience in international real estate, particularly in emerging markets like Costa Rica, Colombia, Thailand, and Bali. Martin explains the process of selecting and building properties, emphasizing the importance of creating immersive experiences for guests. He also discusses the timing and risks involved in property development, as well as the investment structure and potential returns for investors. Click here to listen or Click Here to watch.
  • 3/21/24 – Email – Contributions
    • Invites clients to seize the “contribution sweet spot” for your IRA contributions for both 2023 and 2024 is slipping away. Click here to view.
  • 3/19/24 – Email – March Reviews
    • Invites clients to share their experience with Preferred Trust by leaving a review on the platforms linked in the email. Click here to view.
  • 3/15/24 – Email – Tax Day Countdown: Just 30 Days
    • Take proactive steps now to ensure that your SD IRA is fully optimized for tax efficiency and long-term growth. Our team is here to provide expert guidance and support every step of the way. Click here to view.
  • 3/13/24 – Blog – The Demise of the 60/40 Rule: Rethinking Traditional Investment Strategies with Alternative 
    • While the 60/40 rule has long served as a guiding principle for investors, its relevance in the modern era of investing is being called into question..  Click to view.
  • 3/5/24 – Email – Annual Statements Available Mar 31 
    • Shares the two podcasts and four Blogs that were produced in February to make sure that clients don’t miss out.  Click to view.
  • 3/6/24 – Blog – 5 Reasons to Review and Adjust Your Retirement Plan Annually
    • While it might be tempting to set it and forget it, here are five compelling reasons why an annual review of your retirement plan is essential. Click here to view. 
  • 3/5/24 – Email – Annual Statements Available Mar 31 
    • Informs clients that Annual Statements will be available on March 31st through the account portal and provides a video walking through the process.  Click to view.
  • 3/1/24 – High Heel Boss – Investing in Success: A Personal Journey as CEO and President.
    • Carrie Cook discusses the logic she applies when selecting investments.  Click here to view.
  • 3/1/24 – Podcast – Pros and Cons of Self Directed IRAs
    • Join Carrie Cook, CEO, and Chris Trembly, Chief Compliance Officer, to discuss the pros and cons of self-directed IRAs! The pros include diversification of assets, control of investments, tax-free or tax-deferred growth, potential for higher ROI, and inherent asset protection. However, there are also cons, such as the need to do thorough due diligence without a built-in advisor, potential tax implications, fees associated with self-directed IRAs, risks and complexities of IRA LLCs, and lack of liquidity.  Click to view.
  • 3/1/24 – Email – Podcast & Blog Recap 
    • Shares the two podcasts and four Blogs that were produced in February to make sure that clients don’t miss out.  Click to view.

February

  • Company Partnership Stats:
    • Phoenix Capital |  Accounts YTD total – 2
    • Ignite Funding | Accounts YTD total – 15
    • Island Project |  Accounts YTD total – 8
    • Turbine Capital | Accounts YTD total – 1
  • 2/29/24 Podcast – Pros and Cons of Self-Directed IRAs
    • Join Carrie Cook, CEO, and Chris Trembly, Chief Compliance Officer, to discuss the pros and cons of self-directed IRAs! The pros include diversification of assets, control of investments, tax-free or tax-deferred growth, potential for higher ROI, and inherent asset protection. However, there are also cons, such as the need to do thorough due diligence without a built-in advisor, potential tax implications, fees associated with self-directed IRAs, risks and complexities of IRA LLCs, and lack of liquidity. Click here to listen.
  • 2/27/24 – Email – February Review Email
    • Invites clients to express your experience with Preferred Trust by leaving a review, whose valuable insights will not only contribute to the improvement of our services but will also guide others in making well-informed decisions when selecting a reliable self-directed IRA custodian.
      Click to view email.
  • 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.
  • 2/16/24 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 or Click here to watch
  • 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.
  • 2/14/24 – 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.
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