Preferred Trust Blog

The “treats” of an IRA are the tax advantages associated with them. The deposits made to an IRA are tax deferred, tax deductible, or tax-free depending on the type of account. The “trick” is..

Owning a property with your self-directed IRA is a great investment option but it also comes with a certain amount of responsibility for you as the account owner. Although you are not allowed to..

Chances are you have never stumbled across anyone that boasts about the fact it only took them five years to plan for retirement? Or that they have so much money that they are going to retire at..

One of the most beneficial aspects of buying real estate with your IRA are the tax benefits. Investors have been purchasing real estate with their SD IRA’s for decades and using the real estate as..

With a self-directed IRA account with Preferred Trust Company, your money is ensured through the FDIC. Like most IRA accounts, you will receive a minimal gain from federal interest regardless if..

1. Choosing a self-directed IRA custodian: This step is completely in your hands. Do your research, understand what an IRA custodian can do for you and how they can insure you have a successful..

Bill has $150,000 in his current Roth IRA at a national bank. Bill has watched his gains in the IRA go up and down over the last two years. He would like something with more security. Bill’s good..

When selecting a self-directed IRA service provider it is important to look through all the hype out there and focus on what is important – THE SECURITY OF YOUR FUNDS. In recent years more and..

What happens to an IRA during a divorce? Well that depends on the type of retirement plan you have and what state laws you must abide by. For most divorce cases, the IRA is split up along with..