Preferred Trust Blog

The Required Minimum Distribution, or RMD, is an IRS mandated amount of money that must be withdrawn annually from your retirement plan(s) that is subject to ordinary income tax.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

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..

In 2019, the IRS issued IRS Rev. Rul. 2019-24 to establish tax implications for when digital currency investors participate in an “airdrop” of new digital currency derived from a “hard fork.”

As a Self-Directed IRA account owner, it is your responsibility to be able to identify and differentiate what fees can be paid by the account owner with personal funds and those that must be paid..

We have all experienced a job change at some point in our life and, in most cases, you are on your own to make sure that all your ducks are in a row as you leave. This transition can often be..

These are the top 5 questions you should ask yourself when considering digital currency as an investment strategy in your Self-Directed IRA.

Regardless of whether you invest in the conventional market or participate in more sophisticated investments like cryptocurrency, we are all sitting in a world of unknowns right now. However, all..

Trust Deed investing has been around for decades, offering private investors a myriad of opportunities to invest in real estate development and provides benefits such as diversification, capital..

Regardless of whether you invest in fix & flips or rental properties, we are all sitting in a world of unknowns right now. However, all politics aside, there are two things that are certain. First,..

Did you know that you don’t have to be a small business owner to benefit from creating a Limited Liability Company? You can establish an IRA owned LLC to give yourself “checkbook control” over your..