Preferred Trust Blog

Annual IRA statement packages are provided to Preferred Trust Company clients to help them manage their Self-Directed IRA(s).

Long gone are the days where buying real estate is simply about finding a place to call home. Investors looking for above the average 5% to 6% annual S&P 500 returns have increasingly turned to real..

Did you know that, unlike brokerage firms, Self-Directed IRA custodians are not allowed to earn a commission off the investments in your IRA? That is why Self-Directed IRA custodians charge..

The passage of the SECURE 2.0 Act of 2022 includes new updates for retirement plans, including IRAs. While Self-Directed IRAs allow you to invest in different types of assets, the same IRS rules and..

The IRS just announced that retirement plan contribution limits increased for tax year 2023. Significant adjustments were also made to the income eligibility ranges for retirement plan tax-deductions..

If you are not familiar with the retirement industry, choosing the right IRA company, or custodian, that will help you achieve your investment goals can be confusing. Most of this confusion stems..

To say that the market for private placement investments is significant is a bit of an understatement. In 2019, Reg D private placement offerings alone raised more than $1.5 trillion in capital to..

This article, “IRA Financial Trust to Sue Gemini Over $36M crypto assets exploit back in February”, is one of the many buyer beware stories that highlights the current security and regulatory issues..

The ability to build your retirement nest egg with tax free savings is one of the greatest gifts that the government has ever given American citizens. If you are interested in taking advantage of a..

The Required Minimum Distribution, or RMD, is an IRS mandated amount of money that must be withdrawn annually from your retirement plan(s) that is subject to ordinary income tax.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