There are a lot of moving parts to managing a rental property in a retirement account, making it easy to make simple mistakes. Unfortunately, those simple mistakes could have harmful…
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I recently inherited an IRA. What does this mean? If you inherit an IRA you are considered the beneficiary. A beneficiary is any person or entity whom the account owner…
Let’s be truthful, when was the last time you looked at the financial statement associated with your retirement account? If you’re like most people, you probably throw it in the…
What exactly is the new Fiduciary Rule and how does it affect you as an investor? What about your self-directed IRA? As Custodian for self-directed IRAs Preferred Trust Company does…