Below is a list of upcoming events, industry conferences, association meetings, deadlines, and webcasts that may be of interest to our clients.
January 1 – New Year’s Day – the Preferred Trust office will be closed.
January 12 – Preferred Trust Company Newsletter sent out to clients. Check your email for your copy.
January 15 – Martin Luther King Jr. Day – The Preferred Trust office will be closed.
Set-up automatic IRA contributions for 2018.
You have until the tax filing deadline—April 18, 2018—to make a 2017 contribution.
January 23 – Facebook Live Video “Give up your Coffee Habit for the Betterment of your Retirement”
February 19 – President’s Day
March 26-28 – RITA Conference – SPOTLIGHTING SELF-DIRECTED IRAs!
Join RITA in Washington, D.C. for a jam-packed educational conference.
This educational conference will disuss the latest legislative and regulatory developments in the self-directed IRA industry and offer prime networking opportunities with peers and influencers.
RITA Members NON-Members
April 18 —You have until the tax filing deadline— and deadline to to make a 2017 contribution to your IRA.
May 28 – Memorial Day