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..
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.
January 25, 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..
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..
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..
November 15, 2018
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..
October 23, 2018
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..
July 10, 2018
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..
July 03, 2018
