Preferred Trust Blog

Izzy

Recent Posts

Any investment comes with risk and every investment opportunity should warrant research and due diligence. Alternative investments can be both lucrative and powerful but, without doing your research,..

Read More
October 10, 2023

Let’s be honest, when was the last time you looked at the financial statement associated with your retirement account? If you’re like most people, you probably throw it in the “round” file not to be..

Read More
February 04, 2021

Real estate is one of the most popular investments to leverage within a Self-Directed IRA (SDIRA). It is a familiar asset if you own your own home or other type of property, it offers diversification..

Read More
October 14, 2020

Whether the auction is live or online, the goal is still the same – acquire the real estate at a fraction of the price.

Read More
May 18, 2020
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. 
Read More
January 27, 2020
Read More
November 25, 2019

Some call the marijuana craze the modern-day Gold Rush with a hint of green.

Read More
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..

Read More
July 24, 2019

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..

Read More
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..

Read More
June 20, 2019
1 2 3