Preferred Trust Blog

Did you know that IRA investors have an easy method available for moving assets among their IRAs? It is called an IRA-to-IRA transfer. Some may use this tool to consolidate their accounts, build..

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July 08, 2019

An Unsecured Promissory Note is a document that promises to repay a defined amount of money with interest bearing for a certain period. Unlike a Secured Promissory Note that is secured with an..

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June 20, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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June 18, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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May 07, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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May 03, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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April 24, 2019

5 reasons to consider a Roth IRA conversion in your 50s.

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April 16, 2019

It is a growing trend to use self-directed IRAs to invest in alternative investments. The most popular investment being: real estate. Investing in real estate has tremendous short and long term..

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March 26, 2019

Preferred Trust Company is a member of the Retirement Industry Trust Association (RITA), a professional trade association, comprised of regulated banks, trust companies, and industry-related..

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February 20, 2019

You may hear these four terms often, but do you understand what they mean to your retirement?

401(k)

The most common type of workplace retirement plan is a 401(k) plan that allows employees to defer..

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December 18, 2018
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