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..

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..

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

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

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

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

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

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..

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..

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..