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..
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 27, 2020
Did you know that certain types of investments could subject your IRA income to a tax called Unrelated Business Income Tax, or UBIT? Congress and the IRS have determined that if your IRA account..
December 31, 2019
Investment income in a self-directed IRA is supposed to be 100% tax deferred or tax free depending on the type of retirement account you invest with, right? Surprisingly, that is not entirely true...
December 10, 2019
In today’s modern world, untapped veins of silver and gold are no longer sought out by the masses as a get-rich-quick venture. You don’t have to get down and dirty to get your hands on these precious..
December 04, 2019
Tax Liens and Tax Deeds can be a lucrative investment vehicle to work into your portfolio. However, this type of investing is not for someone looking to just hop-in and enjoy the ride. On Tuesday,..
November 04, 2019
At Preferred Trust Company, we understand that starting a self-employed or small business, and successfully keeping it afloat, is no easy feat. We also understand that as an entrepreneur, you may not..
October 10, 2019
Some call the marijuana craze the modern-day Gold Rush with a hint of green.
September 25, 2019
Business as usual, or is it? Recent reports find that 27 million Americans are starting or running new businesses. You may not think entrepreneurship is an attractive career option for you or you may..
July 24, 2019
