Preferred Trust Blog

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..

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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..

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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..

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June 20, 2019

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

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June 18, 2019

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

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May 07, 2019

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

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May 03, 2019

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

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April 24, 2019

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

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April 16, 2019

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..

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March 26, 2019

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..

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February 20, 2019
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