Preferred Trust Blog

At some point in your lifetime, you will be required to distribute the assets in your pre-tax/tax-deferred retirement account(s) (i.e., Traditional IRA, SEP IRA, SIMPLE IRA). Required Minimum..

Read More
May 08, 2023

Annual IRA statement packages are provided to Preferred Trust Company clients to help them manage their Self-Directed IRA(s).

Read More
April 05, 2023

Long gone are the days where buying real estate is simply about finding a place to call home. Investors looking for above the average 5% to 6% annual S&P 500 returns have increasingly turned to real..

Read More
March 20, 2023

Did you know that, unlike brokerage firms, Self-Directed IRA custodians are not allowed to earn a commission off the investments in your IRA? That is why Self-Directed IRA custodians charge..

Read More
February 07, 2023

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..

Read More
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..

Read More
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..

Read More
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..

Read More
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..

Read More
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..

Read More
June 27, 2022
1 2 3 4 5


Contact Us