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..
Owning a property with your self-directed IRA is a great investment option but it also comes with a certain amount of responsibility for you as the account owner. Although you are not allowed to act..
Chances are you have never stumbled across anyone that boasts about the fact that it only took them five years to plan for retirement. Or, that they have so much money that they are going to retire..
One of the most beneficial aspects of buying real estate with your IRA are the tax benefits. Investors have been purchasing real estate with their SD IRA’s for decades and using the real estate as a..
In a Self-Directed IRA account with Preferred Trust Company, the money you have sitting uninvested in your account is insured by the FDIC. Those non-invested funds will earn you monthly interest..
A Self-Directed IRA (SDIRA) provides investors with the opportunity to diversify their retirement portfolio and earn tax-deferred or tax-free returns in alternative investments such as real estate,..
Bill has $150,000 in his current Roth IRA at a national bank. Bill has watched his gains in the IRA go up and down over the last two years. He would like something with more security. Bill’s good..
When selecting a Self-Directed IRA service provider it is important to look through all the hype out there and focus on what is important – THE SECURITY OF YOUR FUNDS. In recent years more and more..