Preferred Trust Blog

It's our Birthday, but the presents are for you!

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May 24, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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May 07, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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May 03, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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April 24, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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April 16, 2019

It is a growing trend to use self-directed IRAs to invest in alternative investments. The most popular investment being: real estate. Investing in real estate has tremendous short and long term..

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March 26, 2019

For any new Self-Directed IRA Account opened from March 15th to April 15th we will waive the Establishment and First Year Administration fees!

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March 25, 2019

Required Minimum Distributions, or RMDs, are generally the minimum amounts that a retirement plan account owner must withdraw annually starting with the year that he or she reaches 70 ½ years of..

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March 13, 2019

Preferred Trust Company is a member of the Retirement Industry Trust Association (RITA), a professional trade association, comprised of regulated banks, trust companies, and industry-related..

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February 20, 2019
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 25, 2019
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