Preferred Trust Blog

Opening and successfully keeping a small business afloat is no easy feat. For someone who may not have the extra time or personnel to delegate to, taking the time to shop for a retirement plan for..

Some call the marijuana craze the modern-day Gold Rush with a hint of green.

Business as usual, or is it? Recent reports find that 27 million Americans are starting or running new businesses. You may not think entrepreneurship is an attractive career option for you or you..

Did you know that IRA investors have an easy method available for moving assets among their IRAs? It is called an IRA-to-IRA transfer. Some may use this tool to consolidate their accounts, build..

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.