Preferred Trust Blog

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

In the ever-evolving world of finance and investing, finding innovative ways to raise additional capital is paramount. As an investment sponsor, have you ever considered tapping into your client..

Read More
October 05, 2023

The Required Minimum Distribution, or RMD, is an IRS mandated amount of money that must be withdrawn annually from your retirement plan(s) that is subject to ordinary income tax.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

Read More
March 23, 2022

As a Self-Directed IRA account owner, it is your responsibility to be able to identify and differentiate what fees can be paid by the account owner with personal funds and those that must be paid..

Read More
September 24, 2021

We have all experienced a job change at some point in our life and, in most cases, you are on your own to make sure that all your ducks are in a row as you leave. This transition can often be..

Read More
September 09, 2021

Regardless of whether you invest in fix & flips or rental properties, we are all sitting in a world of unknowns right now. However, all politics aside, there are two things that are certain. First,..

Read More
March 12, 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

Did you know that a Self-Directed IRA opens the door to diversifying your retirement portfolio with mineral investments? One of our Resources, Eckard Enterprises, provides insight into some factors..

Read More
July 15, 2020

Do you usually overlook adding precious metals to your retirement portfolio? Then you should take a look at some current and historical insight into gold's performance provided by one of our..

Read More
June 05, 2020

Did you know that in 2014 the U.S. government made it possible for the American public to invest in cryptocurrency with an IRA? With a Self-Directed IRA, you can realize potential capital gains..

Read More
June 02, 2020
1 2 3