Preferred Trust Blog

The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, went into effect January 2020. As it implies, this piece of legislation made a few changes to existing regulations..

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January 30, 2020
It is that time of the year again, tax season. To make things easier for our clients we created a short FAQ blog that pertains to tax documents you may OR may not receive this year. 
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January 27, 2020

Did you know that certain types of investments could subject your IRA income to a tax called Unrelated Business Income Tax, or UBIT? Congress and the IRS have determined that if your IRA account..

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December 31, 2019

Investment income in a self-directed IRA is supposed to be 100% tax deferred or tax free depending on the type of retirement account you invest with, right? Surprisingly, that is not entirely..

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December 10, 2019
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December 04, 2019
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November 25, 2019

Tax Liens and Tax Deeds can be a lucrative investment vehicle to work into your portfolio. However, this type of investing is not for someone looking to just hop-in and enjoy the ride. On Tuesday,..

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November 04, 2019

Opening and successfully keeping a small business afloat is no easy feat. For someone who may not have the extra time or personnel to delegate to, taking the time to shop for a retirement plan for..

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October 10, 2019

Some call the marijuana craze the modern-day Gold Rush with a hint of green.

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September 25, 2019

Business as usual, or is it? Recent reports find that 27 million Americans are starting or running new businesses. You may not think entrepreneurship is an attractive career option for you or you..

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July 24, 2019
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