As 11 year small business owners, my wife and I provided company sponsored employee 401 K and Defined Benefits programs. From 2008 until 2013 we were satisfied with minimal growth, tax benefits, and overall decent performance with our former financial advisor. Once that advisor moved from one investment firm to another, we were not satisfied with the direction and ideals presented.
After paying fully vested employees their retirement benefits, my wife and I took our 401 K and Company Defined Benefits savings and opened individual accounts at Preferred Trust Company.
Being familiar with self directed IRA, had no clue what companies would best suit our needs. I personally sought out 8 self directed IRA firms, until our tax attorney mentioned “Many of our clients work with Preferred Trust Company and are quite pleased”.
Preferred Trust customer service team has far exceeded our expectations. The online client portal, responsiveness to our requests, and always directing us to assure proper IRS compliance, prove we made a wise decision.
Preferred Trust Company has given my wife and I complete confidence in protecting our hard earned retirement funds.
– Dean & Diana S.