Preferred Trust Blog

SECURE Act 2020: What You Need to Know

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The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, went into effect January 2020. As it implies, this piece of legislation made a few changes to existing regulations..

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January 30, 2020

Tax Time FAQs

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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. 
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January 27, 2020
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© 2022 Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST COMPANY, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.