Preferred Trust Blog

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

You may hear these four terms often, but do you understand what they mean to your retirement?


The most common type of workplace retirement plan is a 401(k) plan that allows employees to..

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December 18, 2018

BitIRA (formerly FDIRA) announced a new service to help Americans take advantage of digital currencies as part of a long-term retirement strategy. This offering from BitIRA is made possible..

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December 10, 2018

Preferred Trust Company has a special offer just on time for Thanksgiving. When you open a new account November 16th through the 24th we'll waived your Establishment Fee and your first Year..

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November 15, 2018

Las Vegas Award Program Honors the Achievement

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November 01, 2018
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