PTC Point of View: A Retirement Podcast
By Preferred Trust Company
Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
PTC Point of View: A Retirement Podcast Feb 01, 2023
Passive Real Estate For Pilots with Tait Duryea
Join Carrie Cook, CEO of Preferred Trust and Tait Duryea, founder of Turbine Capital, as they discuss the opportunity for investors to use self-directed IRAs to invest in syndications. Tait shares about journey from being an airline pilot to becoming a successful real estate entrepreneur. He discusses the benefits of syndication investing and how it allows high-income professionals to diversify their portfolios.
Tait explains the focus of Turbine Capital on providing value-add opportunities in various asset classes, including industrial, multifamily, land acquisition, and mobile home parks. He emphasizes the importance of location and demographic trends in their investment decisions. He concludes by discussing the growth of Turbine Capital and their commitment to financial literacy through their podcast, Passive Income Pilots.
Key Takeaways:
- Syndication investing allows high-income professionals to diversify their portfolios and invest in various asset classes.
- Location and demographic trends play a crucial role in investment decisions.
- Investors can use self-directed IRAs to invest in syndications and take advantage of the benefits of real estate investing.
- Turbine Capital focuses on providing value-add opportunities in industrial, multifamily, land acquisition, and mobile home parks.
Don't miss out on this opportunity to gain unique perspectives from industry leaders. Subscribe now to PTC Point of View and stay informed on the latest trends and strategies shaping the financial landscape.
Learn More about Turbine Capital: https://www.turbinecap.com/
Visit our website: preferredtrustcompany.com
Follow us on Social Media: https://linktr.ee/preferredtrust
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
SIMPLE IRA Explained
This week we are discussing what a SIMPLE IRA is! A SIMPLE IRA, or Savings Incentive Match Plan for Employees, is a retirement plan designed for small businesses with up to 100 employees. It allows employees to contribute pre-tax dollars to their retirement accounts. Employers are required to make either a matching contribution or a non-elective contribution. We also discuss the Secure Act 2.0 and what that means for IRA account owners.
Timecodes:
00:00 Intro
1:10 SIMPLE IRA Explained
2:10 Criteria to be able to provide a SIMPLE IRA for employees
2:40 What happens when you reach the 100-person threshold?
3:30 Benefits of a SIMPLE IRA
4:15 Contribution limits
4:40 Employer match percentage
5:40 Drawbacks of a SIMPLE IRA plan
6:50 Secure Act 2.0: Roth Contributions to a SIMPLE IRA
8:50 Can you have a traditional and a SIMPLE IRA?
9:15 Process of opening a SIMPLE IRA with PTC
Learn more about SIMPLE IRAs: IRS.gov
Learn more about RITA: Retirement Industry Trust Association
Open a SIMPLE IRA with Preferred Trust Company
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Roth IRA Explained
How does a Roth IRA work and do you need one? In this episode, we are breaking down the main elements of a Roth IRA so you can evaluate if a Roth IRA is right for you! Roth IRAs are the best gift the government has ever given us because they offer tax-free growth! Roth IRAs are taxed when the money goes IN not when you take it out like traditional IRAs.
Timecodes:
00:00 Intro
2:20 What is a Roth IRA?
4:00 Benefits of contributing to a Roth
5:35 Drawbacks of a Roth IRA
8:35 5-year Rule
10:00 Backdoor Roth
11:30 How to open a Roth IRA at Preferred Trust Company
Read Whitepaper: Income & Inheritance
Open a Roth IRA with Preferred Trust Company
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Why We Don't Have Account Managers
Carrie Cook, CEO of Preferred Trust Company, explains why Preferred Trust Company doesn’t have specific account managers for each account and WHY we work as a team!
Read Whitepaper: Income & Inheritance
Visit Our Website
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
5 Questions You Should Ask Yourself Before Investing In Digital Currency
This episode goes over the 5 questions to ask yourself before you invest in Digital Currency with your IRA. This episode also explains Cold Storage, Hot Storage, Segregated & Non- Segregated storage of digital currency, and Checkbook LLC’s.
Timecodes:
1:00 #1 Should I be leery of digital currency marketers?
7:20 #2 Does it matter what trading platform is used for the purchase and sale of digital currency?
10:00 #3 Does it matter how the digital currency is stored?
15:00 #4 What are the pros and cons of non-segregated and segregated digital currency storage?
17:55 #5 Is self-dealing of digital currency investments in a Self- Directed IRA allowed?
Download Digital Currency Whitepaper
Read Whitepaper: Income & Inheritance
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
5 Ways to Help Boost Retirement Savings
5 ways to boost your retirement savings! In this episode, we discuss Roth IRA’s, boosting income and interest you’re earning, getting started, precious metals, and transferring old 401K’s. Visit our Website to learn more!
Timecodes:
0:00 Introduction
1:20 ONE: Tax- Free Savings
6:40 TWO: Tax- Sheltered Business Income
8:30 THREE: Diversification
14:20 FOUR: Contribute Often
17:25 FIVE: Preserving Principal
Read Blog Post: Taxpayer Relief: 2023 Contribution Limits Increase!
Read Whitepaper: Income & Inheritance
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Oil and Gas Investment Insights ft. Eckard Enterprises
Oil and Gas are an alternative investment option for your retirement account. All politics aside, you cannot discredit the fact that oil and gas are essential resources in our modern world. It powers our homes, fuels our cars, and propels industries and nations forward. What you probably didn’t know is that natural resources like oil and gas are also an alternative asset that investors can harness to fuel their retirement portfolios.
Eckard Enterprises, LLC (Eckard) is a family-owned and operated alternative investment and asset management firm, specializing in the U.S. oil and gas industry. Their managed assets include water rights, oil and gas mineral rights, exploration and production, steel fabrication, natural gas and crude oil pipelines, residential and commercial real estate, and other commodity investment opportunities. It all began with one man’s commitment to a brighter energy-focused future. Since 1985, Troy W. Eckard has dedicated his entire career to the U.S. energy industry and managing alternative investment portfolios, giving him a wealth of knowledge and expertise for private investors who seek to develop successful, diversified portfolios.
Episode Topics:
What makes you guys different from other oil and gas investment companies?
What is Eckard’s success rate?
Where do investors come from?
What are the investors investing in?
How long are funds tied up?
Are your investors really making 18 %?
How do investors get a hold of you?
When do you expect to have more inventory?
What can the federal government do to de-rail oil and gas?
How does the banking crisis affect minerals?
How many clients do you have that use Self- Directed IRA’s?
Learn more about investing with Eckard Enterprises using your Self- Directed IRA
REGISTER FOR OUR FREE WEBINAR: Pillars of Finance
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Best Ever Conference: Investor Questions
Izzy and Chris Trembley, Director of Operations, give a recap of the Best Ever Conference and go over questions they were asked by investors and investment sponsors. In this episode, learn about UBIT, IRA Contributions, Non- Recourse Loans, Vesting (Ownership Title) and ACH’s (Wire Transfers).
Timecodes:
1:45 What is UBIT, how it happens and how to proceed| UBIT- Unrelated Business Income Tax
4:55 1031 Exchanges
6:10 Make your Contribution until Tax Day (April 18)
6:40 Non- Recourse Loan
8:20 How do people combine funds?
10:00 Pillars of Finance Announcement
10:20 How can I send money to PTC- Do we accept ACH’s?
15:00 What do we provide to investment sponsors/ clients?
REGISTER FOR OUR FREE WEBINAR: Pillars of Finance
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Pillars of Finance | Virtual Event
Bonus Episode: Learn about our free virtual event Pillars of Finance! Pillars of Finance takes place April 4th at 3 PM PST. This event is hosted by zoom.
As markets fluctuate, laws change, and taxes inevitably increase, it is more apparent than ever before that American’s need to employ every advantage at their disposal to reach their retirement goals. Pillars of Finance is an investment community created by industry experts for investors of all levels.
Each event is specifically tailored for the exploration of different alternative assets. Investors will be able to use these alternative investment pillars to build the foundation for strategic tax-sheltered growth.
REGISTER FOR OUR FREE WEBINAR Pillars of Finance
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media:
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Trust Deed Investment Insights ft. Ignite Funding
Learn about investing in Trust Deeds at Ignite Funding using your Self- Directed IRA at Preferred Trust Company. Ignite Funding offers real estate investments backed by collateral – you are the bank, earning monthly income for the use of your investment dollars. More specifically they provide an alternative investment option that matches quality real estate Borrowers with Investors seeking capital preservation in collateralized turn-key real estate investments, while earning a 10% to 12% annualized return.
Timecodes:
1:40 Who is Ignite Funding?
3:30 Types of Projects
3:55 Location of projects
4:55 Why do borrowers choose Ignite?
5:20 Trust Deed Investing VS. "Trendy" Crowdfunding platforms
6:25 Only Accredited Investors?
7:35 How does this investment work within a Self- Directed IRA?
12:50 Cost & Fees
15:25 Pillars of Finance Ad
16:00 Length of relationship
17:00 RMD's - Required Minimum Distributions
17:30 Investment Docs
Want to learn more? REGISTER FOR OUR FREE WEBINAR Pillars of Finance
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media:
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
IRA Account Maintenance FAQ
In this episode, Chris Trembley, Director of Operations, answers commonly asked questions from clients at Preferred Trust Company about Self- Directed IRA account maintenance.
Timecodes:
2:25 Why do we have fees? We don’t make money off your investments!
7:00 Depository Fees- What are they?
10:05 Depositories we work with- DDC, IDS & SWP
12:00 Why do we require a Minimum Account Balance?
13:50 Account Managers
16:30 Can I consolidate my retirement accounts?
20:00 How often do clients receive statement packages?
23:35 Updating Account Information- name change, new address, beneficiary changes
Learn More about our FREE virtual event Pillars of Finance
View our Fee Schedule
Visit our Website
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media: -Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Alternative Investment Sponsors
Jordan Tyner, Growth Architect, and Izzy Irizarry, Director of Marketing, discuss alternative investment sponsors, benefits of becoming a company partner, how to utilize our IRA services in your sales and why you should be working with a custodian and not an administrator. Schedule a Company Partner Consultation
Time Codes:
1:30 Why work with us?
3:00 Difference between Custodian and Administrator
5:00 Precious Metals Investment Sponsor
6:20 Daily Reporting
7:50 Captured Funds
Read our blog: Why it is Important to Know the Difference When Selecting an IRA Service Provider?
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
IRA Qualified Funds FAQ
Have you had to let an exciting investment opportunity pass you by because your Self-Directed IRA account is currently short on liquid, investable qualified funds? If making your annual contribution is not an option (i.e., you have maxed-out or don’t have the cash available) or not enough (i.e., Traditional/Roth 2023 contribution limit is $6,500), there are other methods that might be at your disposal. Izzy Irizarry, Director of Marketing, asks Chris Trembley, Director of Operations, frequently asked questions about qualified funds, retirement plans, and rollovers.
Timecodes:
1:10 Qualified Funds Vs. Non- Qualified Funds
2:04 Can I roll my savings account into a SD-IRA?
4:30 What is a Teachers Savings Plan (TSP)?
6:34 Can I rollover or transfer a portion of your 401k while currently employed?
9:21 Does my Roth 401k rollover to Roth IRA?
9:42 I have a 401k can I move it over to a Roth IRA?
10:50 IRA to IRA transfer limits?
12:30 Do I have to transfer the entire IRA account over to Preferred Trust?
13:00 Do I need to liquidate Assets before transferring over funds?
15:32 Will I receive tax documents for the IRA transfer?
Read our IRA Transfer Guide
Read our blog post Roll It Over: Don’t Leave Your 401k Savings Behind
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Disclaimer:
Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Real Estate Investment Insights ft. Break of Day Capital
Investing in real estate investments through a Self-Directed IRA can be a game changer when it comes to earning passive income; and passive income can provide the financial security you need to truly enjoy your retirement years. Gary Lipsky, President of Break of Day Capital, joins us this week to talk about multifamily real estate investing. He has been a real estate investor since 2002 and has invested in over 2,800 units and $250 MM in real estate transactions. Gary is also the Co-Founder of the Asset Management Summit, Real Estate Asset Management Podcast and Co-Author of the book Best in Class. His expertise in asset management is his secret sauce and he started developing those skills at a young age.
Gary got into real estate full-time, and specifically multifamily, at the beginning of 2017. He co-produced three independent films in his twenties. He founded Arc, an after school, outdoor education and leadership development company he grew to over $12 million in revenue and over 700 employees while positively affecting over 9,000 students daily throughout Southern California. Gary is also a founding board member of CORE Educational Services, a Los Angeles based non-profit benefitting under-served youth. These endeavors taught him how to build systems, winning teams and handle adversity – skills that have translated well into real estate.
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media:
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Disclaimer:
Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
2023 IRA Contribution Limits
This retirement podcast episode goes over new IRA Contributions. Chris Trembley, Director of Operations at Preferred Trust Company, discusses the new IRA contributions limits for 2023, catch- up contributions for people 50 years or older, and tax documents. Reminder: You can make IRA contributions for 2022 AND 2023 from the start of the new year up until tax day (APRIL 18th). Please go to IRS.gov for more information.
Contribution Timecodes:
1:15 New 2023 Contribution Increases
2:20 Catch-Up Contributions
3:15 Sweet spot for contributions
4:00 Contribution amounts are ALL IN
5:42 IRA Contribution Tax Deductions
7:20 Roth Contribution eligibility
8:25 Tax Documents
11:15 Why contribute to an IRA at PTC?
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media: - -Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Recession Proof Real Estate Investment Insights ft. Bell Capital
This episode discusses Investing in Recession Proof Real Estate with Bell Capital. Carrie Cook, CEO of Preferred Trust Company, interviews Victor Bell, CEO and founder of Bell Capital. Victor Bell has transacted over $59 million in real estate transactions in seven states including Hawaii, Arizona, Texas, North Carolina, Vegas, Ohio, and Michigan. Victor is also known as one of Amazon's #1 best-selling authors, real estate trainer, and a top speaker on leadership, real estate investing, entrepreneurship, marketing, and finance. Victor Bell has been investing in Multi-Family Real Estate since the mid-1990s. Bell Capital acquires and manages real estate properties with a focus on both near-term income generation and long-term value creation. Victor Bell created Bell Capital to provide everyday investors access to the institutional-level real estate deals in great markets that are normally reserved for only larger investors.
Time codes:
1:08 Who is Bell Capital?
3:20 Structure of Fund
4:15 Multifamily Investments
8:00 How do investors make money?
10:51 Recession Proof Investment
20:15 Accredited Investors
22:45 Invest with your Self- Directed IRA
32:00 What on the horizon for 2023?
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Storage Unit Investment Insights ft. Spartan Investments Group
Ryan Gibson shares his real estate investment insights with Carrie Cook, CEO of Preferred Trust Company. Ryan Gibson is the President, Chief Investment Officer, and Co-Founder of Spartan Investments Group. He has organized over $200M of private equity for Spartan’s projects. Ryan has experience managing the development of SIGs projects in challenging markets.
For SIG, Ryan is responsible for investor relations and capital raises for projects. Ryan is also a highly experienced commercial airline pilot. Ryan graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising.
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Multifamily Real Estate Investment Insights ft. XSITE Capital
Learn about multifamily real estate investing at XSITE Capital Investment from Leslie Awasom, Director of Operations and Co-founder of XSITE Capital Investment LLC. He manages the company operations, market/data analysis, cash flow and budget analysis. Leslie bought his first investment property in 2017 and transitioned to multifamily investing in 2019. Leslie is a trained Nurse Anesthetist and entrepreneur who lives in Hanover, Maryland. Leslie and the XSITE Capital team host a rapidly growing multifamily-focused meetup in Maryland where they provide resources and add value to individuals interested in growing their wealth and changing their financial future.
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media: - -Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Commercial Real Estate Investment Insights ft. BV Capital
BV Capital is a member of the Bridgeview family of companies based in Dallas, TX. Bridgeview was founded in 2011 and is a private, veteran owned real estate development and investment company. BV Capital is Bridgeview's private equity company offering direct access to investments historically only available to institutions. While they work with many institutions, and high-end investors, they also have an extensive network of accredited investors, financial advisors, RIA’s and family offices. Their investor base stretches across the country and internationally as well. BV Capital is focused on commercial real estate in Texas markets and offer investments in single property assets as well as diversified portfolios and funds. These assets include multifamily, industrial, office, mixed use and land development. Their private equity investments are focused on emerging technologies such as crypto currency applications and alternative energy advancements.
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media: - -Instagram -Twitter -LinkedIn -Facebook -YouTube -TikTok
Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Investing in Real Estate with your Self- Directed IRA
Learn about the ins and outs of Investing in Real Estate with your Self-Directed Retirement Account from Carrie Cook, CEO of Preferred Trust Company.
Time Codes:
00:50 A Self-Directed IRA = A Real Estate Investment Opportunity
1:40 3 Types of Tax Deferred Retirement Plans
3:30 Rental Property and Trust Deed Investments
5:27 Start an IRA now or diversify your current IRA?
6:15 Steps to set up a SD- IRA
10:55 The cost of a SD- IRA
14:44 Steps to Investing in Real Estate with your IRA
24:55 Common Mistakes
28:00 UBIT - Unrelated Business Income Tax
29:16 UDFI - Unrelated Debt Financing Income
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Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Decentralized Finance Investment Insights ft. PennyWorks
Ivan Zang, CEO and Co-Founder of PennyWorks, explains what Decentralized Finance is and how it works. He also gives his insight into the recent Digital Currency Turmoil.
Time Codes:
1:19 Protection Against Inflation
2:54 DeFi/ Decentralized Finance
4:10 Tied to Crypto?
5:14 Why is it called a Smart Contract?
6:56 How it Works
8:38 Recent Digital Currency Turmoil
11:20 Scams
13:54 Real-Time Access
19:43 Current Crypto Currency Volatility
23:56 What’s next for Centralized Bank Policy
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
How to Navigate Required Minimum Distributions (RMDs)
This bonus episode goes over how to navigate Required Minimum Distributions (RMDs) from your Retirement Account. Chris Trembly, Director of Operations at Preferred Trust Company, answers her most commonly asked questions regarding RMDs.
Timecodes:
1:10 Types of retirement plans are subject to RMDs
1:55 When must the 1st RMD be withdrawn?
3:00 RMD calculation
5:00 Can I take my RMD from another account aside from my SD-IRA?
6:10 RMD Penalty- Excise Tax
7:35 Taxes
9:15 Inherited IRAs
10:40 Process of RMDs
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on Social Media:
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Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Small Business Owners: Let's talk about SEP IRAs
Learn what a SEP IRA is and why it is a great option for small business owners with Carrie Cook, CEO of Preferred Trust Company.
Timecodes:
0:56 3 Types of tax deferred plans
1:58 What is a SEP IRA
2:18 Advantages of a SEP IRA
4:54 2023 Contributions increased
8:10 Disadvantages of a SEP IRA
11:16 Conclusion
Did you enjoy the episode? Make sure to follow the podcast and turn on notifications to get notified when a new episode is posted. Follow us on social media:
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
3 Ways to Fund Your IRA
Discover the three ways to fund your IRA with Carrie Cook, CEO of Preferred Trust Company. This short series goes over the three ways to fund your IRA, a big misconception, and a comparison between 2022 and 2023 contributions.
Timecodes:
0:50 3 ways to fund your IRA
1:18 Rollover of 401k
2:28 Transferring Funds
4:00 Big misconception
4:50 Make contributions
5:10 2022 vs 2023 contributions
6:30 SEP IRA
7:25 Simple IRA
8:30 Recurring Contributions
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Precious Metal Investment Insights ft. St. Joseph Partners
Carrie Cook, CEO of Preferred Trust Company, is joined by St. Joseph Partners to discuss retirement security through precious metals, qualified vs non- qualified plans and the current silver rush.
St. Joseph Partners is an active proponent of our military, police and first responders, leading a volunteer brigade of over 100 nationwide who weekly endeavor to support and protect those who risk their lives for us. Their investment platform is a competitively priced gold & silver dealer offering IRAs, domestic and international storage, safe installations and the full spectrum of precious metals brokerage services. They actively buy all forms of precious metals.
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Disclaimer: Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Gold & Silver Investment Insights ft. Strategic Wealth Preservation
Precious Metal Investment Insights with Strategic Wealth Preservation (SWP). SWP is an international precious metals dealer and secure storage provider headquartered in the Cayman Islands. They specialize in the acquisition and secure storage of precious metals for individuals, companies, trusts and wealth management professionals on behalf of their clients. Investing in precious metals can potentially be a good way to diversify your retirement portfolio, however, the companies that sell precious metals are not all created equal. Truth be told, it is an industry that is not at all regulated. Stop and think about that for a minute – ZERO regulation. These are companies selling you investments that will affect your future retirement.
Strategic Wealth Preservation (SWP) has a proven track record with our clients in providing superior customer service, reasonable pricing, and delivery of metals in less than thirty days. It is up to you as the IRA account owner to do your due diligence and research the companies you are considering working with to purchase precious metals as an investment in your IRA.
Todays Topics:
- Who is SWP?
- Before you invest in Precious Metals
- Benefits of Investing in Precious Metals
- Downside of Investing in Precious Metals
- Why the Cayman Islands?
- How to invest in Precious Metals with your Self- Directed IRA at PTC
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Precious Metals: An Alternative Investment Option
Add some shine to your portfolio by investing in Gold and Silver. Chris Trembly, Director of Operations, discusses Investing in Precious Metals with your Self- Directed IRA at Preferred Trust Company.
Topics:
- Benefits of Investing in Precious Metals
- Types of Metals- Gold, Silver, Platinum, Palladium
- How to choose a Depositor
- Fees associated with investing in Precious Metals with your IRA
- Downside of Investing in Precious Metals
- Doing your Due Diligence
Disclaimer: Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Understanding Self- Directed IRA's
Chris Trembley, Director of Operations at Preferred Trust Company, answers the most common questions about Self- Directed IRA's (SD-IRA's).
Topics in this episode:
- Who is Preferred Trust Company?
- What is a Self- Directed IRA?
- What types of SD-IRA's are there?
- How can I diversify my portfolio?
- What can I invest in with my SD-IRA?
- What kind of fees does PTC have regarding opening a SD-IRA?
Disclaimer: Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.