Tax Deferred or Tax Free Income
Income and gains generated by traditional self-directed IRA investments are tax deferred. Therefore, a self-directed IRA claims 100% of the income generated by your investments and grows without restriction.
A Roth self-directed IRA permits tax free withdrawals of contributions, interest, and earning after the age of 59 ½. Opening an account with Preferred Trust and transferring funds to us is NOT taxable – it is a simple transfer from one custodian to another. Go further with your retirement funds, control your returns with a self-directed IRA.
Take Control
With Preferred Trust, you’re in command of you IRA account and retirement wealth. Choose from a wide range of alternative investments. Your single account can hold as many assets as you see fit, no need to just try one.
Asset Protection
Under US Bankruptcy law, self-directed IRA assets are exempt from bankruptcy in amounts up to $1,000,000.
Build For Your Beneficiaries
Certain self-directed IRAs allow the passing of assets to beneficiaries after death with little or no tax liability.
Properly designating your beneficiary can be an important part of your lifetime plan. Without this designation, your heirs may have to pay more income and estate tax than necessary after you are gone.
