Preferred Trust Blog

The passage of the SECURE 2.0 Act of 2022 includes new updates for retirement plans, including IRAs. While Self-Directed IRAs allow you to invest in different types of assets, the same IRS rules and..

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January 24, 2023

The IRS just announced that retirement plan contribution limits increased for tax year 2023. Significant adjustments were also made to the income eligibility ranges for retirement plan tax-deductions..

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October 31, 2022

If you are not familiar with the retirement industry, choosing the right IRA company, or custodian, that will help you achieve your investment goals can be confusing. Most of this confusion stems..

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September 26, 2022

Not happy with the progress you are seeing in your retirement savings? Or are you looking for new ways to keep the momentum going? As markets fluctuate, laws change, and taxes inevitably increase, it..

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August 01, 2022

We needed more room to grow, so we are moving from our location on 2140 E Pebble Rd effective July 25th. Please note our new address below for your records to ensure that all future postal service is..

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July 11, 2022

To say that the market for private placement investments is significant is a bit of an understatement. In 2019, Reg D private placement offerings alone raised more than $1.5 trillion in capital to..

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June 27, 2022

This article, “IRA Financial Trust to Sue Gemini Over $36M crypto assets exploit back in February”, is one of the many buyer beware stories that highlights the current security and regulatory issues..

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June 14, 2022

The ability to build your retirement nest egg with tax free savings is one of the greatest gifts that the government has ever given American citizens. If you are interested in taking advantage of a..

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June 13, 2022

The Required Minimum Distribution, or RMD, is an IRS mandated amount of money that must be withdrawn annually from your retirement plan(s) that is subject to ordinary income tax. RMDs start the year..

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March 23, 2022

Have you had to let an exciting investment opportunity pass you by because your Self-Directed IRA account at Preferred Trust Company is currently short on liquid, investable qualified funds? If..

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November 08, 2021
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