Make Real Estate Part of Your Retirement Plan
Want to use real estate to build your retirement income?
Unlock your full investing potential with a self-directed IRA.
This powerful financial tool can help you diversify your portfolio, achieve higher returns, and maximize the power of your retirement savings. Earn tax-free or tax-deferred income from a variety of real estate investments, including:
- Real Property
- Tax Liens & Tax Deeds
- Real Estate Investment Trusts (REITs)
- Private Equity & Private Placements
- Private Debt, Deeds of Trust & Mortgage Notes
- and More
With an SDIRA, you are in full control and your investment opportunities are virtually endless. Select your own investments, earn passive income, and enjoy the benefits of tax-free and tax-deferred returns.
Get Started in Three Easy Steps
Protect your IRA’s tax-free and tax-deferred status by working with Preferred Trust, a licensed and regulated SDIRA Custodian.
Specializing in alternative asset IRAs, our team of experts can help you:
- Select Traditional IRA, Roth IRA, Backdoor Roth IRAs (Individuals)
- Select S.E.P or S.I.M.P.L.E Accounts (Business Owners)
- Transfer or Convert Funds from Retirement Accounts
- Rollover Funds from an Existing 401k
- Fund Investments
- Checkbook LLCs
What Our Clients Are Saying…
★★★★★ on Google
June 5 2023
Super impressed with their customer service and responsiveness. I was moving my ROTH IRA from a different custodian to PTC. Stark contrast from my the previous experience. 5 stars for all their assistance and professionalism. I’m so happy I made the change and appreciate the hand holding I needed with this big decision. I also receive emails and calls checking in with me. Thanks PTC!
★★★★★ on BBB
June 1 2023
I have been a customer for 5 years. Their flexibility of self-directed options is great. I recently invested in some cryptocurrency and discovered the steps they have taken to reduce the transactional cost and saves a LOT of money compared to prior transactions! Thank you for the continuous improvement!
★★★★★ on BBB
April 1 2023
Preferred trust was very easy to work with and promptly answered any questions I had (and there were many!). I feel confident using them as they came highly regarded by St Josephs Partners, who helped me transfers funds into a precious metals account. It went smoothly and I am please to see that I am making money already!
About Preferred Trust
Founded in 2007, Preferred Trust enables individuals to diversify their retirement portfolios beyond publicly traded stocks and funds, empowering them to grow their wealth, limit tax liability and achieve retirement goals through individualized investing.