Preferred Trust Blog

An Unsecured Promissory Note is a document that promises to repay a defined amount of money with interest bearing for a certain period. Unlike a Secured Promissory Note that is secured with an..

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June 20, 2019

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

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June 18, 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

Your Required Minimum Distribution, or RMD, is the minimum amount that you must withdraw annually from your retirement plan(s) and pay ordinary income tax on. RMDs start the year you turn 72 years..

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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

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

401(k)

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

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December 18, 2018
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