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..

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

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

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

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

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

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..

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..

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..

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..