Mason explains how Connect Invest structures fixed-income real estate notes that offer:

• Defined terms and exit dates

• Monthly interest payments

• Diversification across hundreds of real estate loans

• Competitive returns backed by real assets

You’ll learn how these investments compare to rentals, CDs, bonds, and high-yield savings accounts—plus how retirement investors can deploy capital efficiently without tenant headaches or property management.

This episode also covers:

• Using a Self-Directed IRA to invest in real estate notes

• Why defined payoff dates matter for retirement planning

• How diversification helps mitigate risk

• What happens in borrower defaults

• How easy it is to reinvest or redeploy funds

Whether you’re exploring alternatives to Wall Street or looking for predictable income inside your retirement account, this episode provides a clear, practical overview of a modern real estate investment strategy.

Learn more about opening a Self-Directed IRA:
Visit PreferredTrustCompany.com to explore how retirement funds can be used for alternative investments.

Explore Connect Invest’s investment platform:
Visit ConnectInvest.com to learn more about their fixed-income real estate note offerings.

✔️ What CPAs actually expect from clients
✔️ Why extensions DO NOT delay payment
✔️ How procrastination leads to penalties & stress
✔️ Retirement contributions, IRAs, Form 5498
✔️ Real stories of extreme procrastinators—and what happened
✔️ Practical checklist to stay ahead for the 2026 tax season

Whether you're filing personal taxes, running a business, or managing investments, this conversation will help you stay organized, prepared, and protected when tax season hits.

Connect with Preferred Trust Company

Open a Self-Directed IRA, diversify into alternative assets, or get help understanding retirement strategies at:
PreferredTrustCompany.com

Connect with The Investors CPA

Need a proactive CPA who understands strategy—not just filing? Visit:
TheInvestorsCPA.com
team@theinvestorscpa.com

From “machetes and steak knives” to cost segregation, entity elections, bonus depreciation, health reimbursement arrangements, retirement plans, family involvement, and the Augusta Rule — Larry breaks down real, actionable strategies that business owners and investors can use to materially reduce tax liability.

If you’ve ever rushed to your CPA in March expecting miracles, this conversation is for you. Preparation, documentation, and smart planning are everything — and this episode gives you the roadmap.

Learn more or open an account with Preferred Trust Company:
https://preferredtrustcompany.com

Connect with Larry Pendleton, The Investors CPA:
https://theinvestorscpa.com

Follow for more episodes of The Preferred Way covering tax strategy, SDIRAs, wealth building, and smart investor planning.

#TaxSavingStrategies #EndOfYearTaxPlanning #LastMinuteTaxTips #TaxCPA #BusinessTaxPlanning #BonusDepreciation #CostSegregation #SDElections #RetirementPlanning #PreferredTrustCompany #Finance #MoneyTips #WealthBuilding #InvestSmart #PersonalFinance #BusinessOwners #EntrepreneurLife #TaxSeason #FinancialEducation #youtubelearning

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

From irrevocable trust misconceptions to the emotional realities of inheritance, this conversation is a must-watch for anyone serious about safeguarding their family’s future.

In this episode you’ll learn:
• When to set up a trust and how to fund it responsibly
• The biggest mistakes people make when titling assets
• Why communication is critical for preventing family fractures
• How trusteeship actually works (and why many people regret accepting it)
• What happens when estates exceed federal tax thresholds
• How to prepare your heirs emotionally and financially

Open a Self-Directed IRA today at PreferredTrustCompany.com
or
Schedule a consultation to learn how to build a stronger long-term legacy with alternative investments.

Subscribe to follow every episode of The Preferred Way, where retirement savers meet alternative investments.

#FamilyLegacy #EstatePlanning #TrustPlanning #CPAAdvice #WealthTransfer #GenerationalWealth #PreferredTrustCompany #SelfDirectedIRA #RetirementPlanning #AlternativeInvesting #FinancialLiteracy #LegacyPlanning #WealthManagement #Taxes #Trusts

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

In this episode of The Preferred Way, Carrie Cook sits down with CPA Larry Pendleton to reveal powerful tax strategies, pitfalls to avoid when investing through an IRA, and practical steps to protect your family’s financial future. From cost segregation and short-term rental loopholes to setting up living trusts, this conversation is a must-watch for anyone serious about generational wealth.

What You’ll Learn:

• When to buy property with cash vs. your IRA

• How cost segregation can unlock major tax savings

• Common IRA real estate mistakes (and how to avoid them)

• Building a legacy that truly benefits your family

Open an account today at PreferredTrustCompany.com
or Schedule a free consultation to learn how to diversify your retirement portfolio with alternative investments.

Don’t forget to like, comment, and follow for more insights from the Preferred Trust team!

You’ll discover:
✅ Why accurate tax reporting and fair market valuations protect your IRA
✅ Which documents custodians must keep — and which are your responsibility
✅ What makes a “good custodian” truly great (hint: transparency and training)
✅ How Preferred Trust ensures client security and compliance in every transaction

Ready to take control of your retirement?
Open a Self-Directed IRA today at PreferredTrustCompany.com

Learn how to:

• Avoid prohibited transactions that could disqualify your IRA

• Identify warning signs when choosing a custodian

• Maintain compliant records that protect your retirement savings

• Understand your role vs. your custodian’s role in due diligence

At Preferred Trust Company, transparency isn’t just a promise — it’s a policy. Discover what makes a truly qualified custodian and how to protect your retirement funds the preferred way.

Ready to invest with confidence?
Open an account today at PreferredTrustCompany.com

#SelfDirectedIRA #IRAAudit #IRSCompliance #AlternativeInvesting #RetirementPlanning #IRARules #FinancialEducation #IRAInvesting #PreferredTrustCompany #CarrieCook #IgniteFunding #TaxReporting #AuditTips #Custodian #RetirementSecurity

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

Whether you’re investing in trust deeds, promissory notes, real estate, precious metals, or digital assets, this episode will help you understand exactly what to expect.

✅ Open an account today with Preferred Trust Company

#SelfDirectedIRA #AlternativeInvesting #RetirementPlanning #RealEstateInvesting #FinancialFreedom #InvestSmart #PassiveIncome #IgniteFunding #PreferredTrustCompany #wealthbuilding

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

You’ll learn:

• Why Eckard Enterprises has stayed private and thrived

• The truth about mineral rights vs. real estate

• Red flags every investor should watch for in oil & gas deals

• How new technology has eliminated dry holes and improved predictability

• Eckard’s $10 billion vision for the next decade

Ready to take control of your retirement? Open your account today with Preferred Trust Company → https://preferredtrustcompany.com

Explore Eckard Enterprises’ current projects → https://eckardenterprises.com

Don’t forget to like, comment, and follow so you never miss an episode of The Preferred Way!

Larry shares insights on:

• Why it’s never too late to start retirement planning (even at 50+)

• The difference between good debt vs. bad debt

• The true cost of raising kids (and why it impacts your financial strategy)

• Why the younger generation may shift 80% of their portfolios into alternative assets like crypto & real estate

• How small businesses are reshaping retirement plan offerings

• The importance of using a real tax advisor (not just filing software)

Open a Self-Directed IRA today with Preferred Trust Company and take control of your retirement:
www.preferredtrustcompany.com

Connect with Larry Pendleton, The Investor’s CPA for tax strategy & consulting:
 www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249

✅ Like this episode
✅ Follow the channel

In this episode (Part 1), Carrie sits down with Investor’s CPA, Larry Pendleton, to break down critical tax strategies, the rise of alternative investments, and why the younger generation is rethinking retirement planning.

From Roth IRAs and self-directed IRAs to new legislation opening doors for alternative investments in 401(k)s, this conversation is packed with insights you don’t want to miss.

What you’ll learn in Part 1:

• Why more young investors are opening Roth IRAs

• The impact of new tax laws and executive orders on retirement accounts

• How alternative investments fit into 401(k)s and IRAs

• Roth vs. Traditional IRA: which one is right for you?

• Common mistakes with self-directed IRAs and how to avoid them

Schedule a consultation with Preferred Trust Company to explore self-directed IRA options:
www.preferredtrustcompany.com

Work with Larry Pendleton, CPA for tax strategy & consulting:

https://www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249

#PreferredWayPodcast #SelfDirectedIRA #RothIRA #TaxStrategy #AlternativeInvesting #RetirementPlanning #WealthBuilding #FinancialFreedom #InvestingTips #TaxPlanning #MoneyTalks #WealthTips #FinancePodcast #PassiveIncome #InvestSmart #NextGenInvesting #WealthMindset #FinancialLiteracy

In this episode, we dive even deeper:

• The impact of politics on oil & gas activity

• Why “Drill Baby Drill” is a risky strategy today

• Smart ways to split cash vs. IRA for energy investing

• The 3 questions every oil & gas investor must ask before wiring funds

• Why communication is the #1 trait of trustworthy operators

• Plus: 3 fun facts about the oil & gas industry you’ve probably never heard

Explore investment opportunities and get personalized guidance:
Schedule a Consultation with Preferred Trust
Join Our Free SDIRA Masterclass
Browse PetroPeak Investments Opportunities

#OilAndGasInvesting #AlternativeInvestments #MineralRights #RoyaltyIncome #SDIRA #PetroPeakInvestments #EnergyInvestments #SelfDirectedIRA #RetirementInvesting #PassiveIncome #SmartInvesting #FinancialFreedom #InvestmentTips #WealthBuilding #PodcastEpisode #MoneyTalks #InvestorEducation #AlternativeAssets #EnergyMarket #BalanceSheetBasics

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

We break down:

What mineral rights are and how they generate passive income

The difference between drilling vs. royalties (and which one is SDIRA-friendly)

The tax advantages few investors understand

Why royalty investing is no longer just for billion-dollar companies

Want to explore SDIRA-compatible royalty investments?

Schedule a Consultation - https://preferredtrustcompany.com/schedule/

Register for Our Free SDIRA Masterclass - https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*2dd9un*_gcl_au*Mzk4ODY2OTc5LjE3NDk0ODExOTc.

Start investing with PetroPeak Investments - https://preferredtrustcompany.com/sdira-partnership-petropeak-investments/

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025. YouTube Chapters: 00:00 - Intro to The Preferred Way Podcast 00:24 - Meet John Jordan from PetroPeak Investments 01:00 - Understanding Oil, Gas, and Royalties Like Real Estate 03:00 - The Mechanics of Mineral Rights and Leasing 05:00 - Real Estate vs. Oil Royalties: Key Comparisons 06:45 - Drilling Risk vs. Royalty Income 08:10 - Horizontal Drilling & Fracking Tech Revolution 10:00 - Can Everyday Investors Participate? 11:15 - Access to Oil and Gas for as Low as $25K 13:00 - Cash vs. IRA: Which Capital Type for Which Investment? 15:00 - Tax Write-Offs from Drilling for High-Net-Worth Investors 17:00 - Depletion Allowance on Royalty Income 19:00 - The Risks of Using an IRA for Drilling 20:00 - IRA Custodians, UBIT, and Investor Beware 21:00 - Closing Remarks & Sneak Peek at Part 2

In this episode of The Preferred Way, we're joined by Gannon Coffman of The Streamline Companies. He shares how his team is reshaping communities with high-impact real estate while offering accredited investors — including physicians, athletes, and entrepreneurs — access to high-yield opportunities through self-directed IRAs.

We break down how you can invest in alternatives like these, the benefits of working with a boutique IRA custodian like Preferred Trust Company, and what sets Streamline's strategy apart — including the infinite return model after refinance!

Want to start investing with your IRA? Schedule a consultation with an IRA expert: https://www.preferredtrustcompany.com/schedule

Partner or raising capital? Join our SDIRA Masterclass and learn how to unlock capital from retirement accounts: https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*1f57sg4*_gcl_au*Mzk4ODY2OTc5LjE3NDk0ODExOTc.

Interested in The Streamline Companies? Learn more about their strategy: https://thestreamlinecompanies.com/

#AlternativeInvestments #SelfDirectedIRA #RealEstateInvesting #MedicalOffice #RecessionResistant #PassiveIncome #InfiniteReturns #PhoenixRealEstate #RetirementPlanning #FinancialLiteracy #IRAInvesting #PreferredTrustCompany #StreamlineCapital #SDIRA #WealthStrategy #HighIncomeEarners #TaxAdvantagedInvesting #TrendyFinance #CapitalRaising #impactinvesting

*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

Join Carrie Cook and Chris Trembley as they walk through simple contribution strategies, how to get started with as little as $25, and why compound interest is your best friend.

Be sure to hit that follow button!

Want to learn how to grow your wealth with SDIRAs?

Register for our free Preferred Partner Masterclass

Need help getting started?

Schedule A Consultation | Preferred Trust Company - Preferred Trust

#ThePreferredWay #RetirementPlanning #SelfDirectedIRA #RothIRA #SmartInvesting #MillennialMoney #SDIRA #PreferredTrustCompany #FinancialFreedom #AlternativeInvestments #SkipTheSplurge #FundYourFuture #CompoundInterest #IRAContributions #youtubepodcast #podcast

Thinking of switching custodians? Or just want to understand if your current one is up to par?

Schedule a free consultation today: https://preferredtrustcompany.com/schedule-a-consultation/?utm_source=

✅ Topics we cover:

- Why some custodians stall transfers (on purpose?)

- How mergers lead to lost or mistitled assets

- Precious metals confusion: who’s really holding your gold?

- What great customer service should look like

- Questions every IRA holder must ask

Don’t just take their word for it—research reviews, look up licensing, and ask the right questions before it's too late.

Subscribe to stay informed on how to protect your retirement savings the Preferred way.

#SelfDirectedIRA #IRAWarningSigns #RetirementPlanning #AlternativeInvestments #PreciousMetalsIRA #FinancialEducation #IRATransfer #PreferredTrust #IRACustodian #RetirementRisks #DueDiligence #IRACompliance #KnowYourCustodian #SDIRAProblems #youtubepodcast #youtube #podcast

© 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

Think IRAs are just for stocks and bonds? Think again.

We break down:

• What the IRS doesn’t allow

• The fine line between creative and disqualified

• How Preferred Trust Company helps clients safely invest in everything from digital currency to farmland

Is your company looking to raise capital through retirement funds?
Join our FREE Preferred Partner Masterclass to discover how working with Preferred Trust Company can help you tap into self-directed IRA capital. This course is designed to ensure we're the right fit — for you and for us.
Apply now to join the Masterclass

Ready to talk strategy 1-on-1?
Schedule your FREE consultation here

#SelfDirectedIRA #AlternativeInvestments #IRAInvesting #CarrieCook #PreferredTrustCompany #RetirementPlanning #InvestSmart #DigitalAssets #PreciousMetals #RealEstateIRA #DiversifyYourPortfolio

Learn how to streamline custodian relationships, leverage sticky retirement capital, and differentiate yourself from the competition with real IRA education and resources.

There’s no cost to join the Masterclass—only upsides! Register now using the link in the description. If you're ready to raise capital smarter—not harder—this Masterclass is your next step.

JOIN THE MASTERCLASS NOW https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*1mg3k21*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1

Schedule a consultation HERE https://info.preferredtrustcompany.com/preferred-trust-consultation?_gl=1*kdrrev*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1

#SelfDirectedIRA #IRAInvesting #RaiseCapital #InvestmentSponsor #CapitalRaising #RealEstateInvesting #AlternativeInvestments #RetirementPlanning #PassiveIncome #FinancialFreedom #SDIRA #PrivateLending #RealEstateSyndication #RothIRA #RetirementWealth #Custodian #TaxAdvantagedInvesting #CashFlowInvesting #Masterclass #PreferredTrustCompany #InvestmentEducation #WealthBuilding #SelfDirectedIRAs #AccreditedInvestors #InvestorEducation #FinancialStrategies #RealEstateCapital #FundraisingTips #RealEstateFunding

Tenny shares: ✅ His journey from cybersecurity to real estate investing

✅ How Excite Capital grew to manage $168M+ in assets

✅ The best U.S. markets for multifamily investments in 2025

✅ How investors are using Self-Directed IRAs to access real estate opportunities

✅ The power of education and community in wealth-building

Want to learn more?

Visit PreferredTrustCompany.com

Connect with Tenny: XsiteCapital.com | LinkedIn & Instagram: @tennytolofari

Learn more about Xsite's Orthopedic Care project in Nigeria here! | https://learn.beyond9to5club.com/nigeria

Learn more about Skillbridge Program at https://skillbridge.osd.mil/program-overview.htm Be sure to check out our other Preferred Way episodes with company partners and find out how YOU can be involved!

Subscribe for more insights on retirement strategies & alternative investments!

Hit the notification bell so you never miss an episode!

Discover how private money lending is revolutionizing the real estate industry, the role of investors in solving the housing crisis, and innovative ways to grow your retirement savings through self-directed IRAs. Jeffrey brings decades of expertise to the table, sharing how RCN Capital has grown into a trusted partner for investors nationwide.

Tune in to explore:

- The evolution of RCN Capital since 2010.

- How investors are tackling the housing crisis.

- The benefits of private money lending vs. traditional lending.

- Strategies for using self-directed IRAs to invest in real estate.

- The future of single-family home construction for investors.

- Jeffrey shares RCN’s journey, their approach to risk mitigation, and why they’re a trusted partner for real estate investors across the U.S. Learn how private lending plays a pivotal role in solving the housing shortage and how you can leverage it for your investment goals.

Learn More: Preferred Trust Company Website

Follow Us: Stay updated on upcoming episodes and expert insights into retirement savings and alternative investments!

Comment Below: What was your biggest takeaway from this episode? Subscribe & Turn on Notifications to never miss an episode of The Preferred Way!

We discuss:

✅ The origin story of SWP and how it became a trusted global precious metals dealer and storage provider ✅ The unique advantages of investing in gold and silver through a Self-Directed IRA

✅ The importance of working with trustworthy custodians and dealers in the precious metals industry

✅ Market insights, including how global events and policies impact gold and silver prices

✅ SWP’s expansion into Dubai and exciting plans for the next decade

Special Offer Alert! To celebrate SWP’s 10-year milestone, Preferred Trust Company is offering discounted fees for new Self-Directed IRA accounts! Now is the perfect time to diversify with precious metals.

Contact us today to take advantage of this exclusive deal!

Learn more: PreferredTrustCompany.com

Learn more about SWP: SWPCayman.com What are your thoughts on investing in gold and silver? Have questions? Drop them in the comments below! Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more insights on alternative investments!

In this exciting episode of The Preferred Way Podcast, we sit down with Chris Anthony, co-founder of Aptera, to discuss the revolutionary solar-powered electric vehicle designed for maximum efficiency and innovation. ☀️ Discover how Aptera is transforming the transportation industry with aerodynamic design, lightweight engineering, and solar charging capabilities. Learn how you can invest in Aptera through a Self-Directed IRA with the support of Preferred Trust Company and be part of the future of sustainable mobility.

Key Topics Covered: ✅ The inspiration behind Aptera's unique design ✅ How solar-powered EVs redefine efficiency ✅ Investing in Aptera through a Self-Directed IRA ✅ Plans for future growth and global production Don't miss out on this deep dive into the future of transportation and alternative investments!

Learn more: PreferredTrustCompany.com

Contact us today to start your investment journey! Like this video if you enjoyed the conversation!

Comment below with your thoughts or questions about Aptera or Self-Directed IRAs.

Subscribe to our channel and hit the notification bell so you never miss an episode of The Preferred Way Podcast!

#Aptera #SolarEV #ElectricVehicles #SustainableInvestment #SelfDirectedIRA #AlternativeInvestments #PreferredTrustCompany #ThePreferredWay #RetirementInvesting #Innovation #FutureOfTransportation #Podcast

In this episode of The Preferred Way Podcast, Carrie Cook chats with Deidre Stroud from the Las Vegas Review-Journal to uncover the behind-the-scenes process of the Best of Las Vegas awards. From the voting process to how businesses benefit from winning, learn why this contest is a game-changer for the Las Vegas community. Whether you’re a business owner or a local resident, this episode is packed with insights about the value of participation and recognition.

Key Takeaways:

• How Best of Las Vegas voting works and maintains integrity
• The marketing opportunities for local businesses
• Tangible benefits businesses experience from winning

Watch now and see why the Best of Las Vegas is more than just an award—it’s a connection to the heart of the city.

Subscribe to our channel for more content on alternative investments, retirement tips, and local business insights!

Learn more at: https://PreferredTrustCompany.com

#BestOfLasVegas #VegasLife #LasVegasBusinesses #AlternativeInvestments #Podcast #ThePreferredWayPodcast

Discover how categories are selected, how votes are counted, and what it takes for a business to stand out. Plus, learn tips for businesses to leverage the Best of Las Vegas awards as a powerful branding and marketing tool. This behind-the-scenes look will change the way you view one of Las Vegas’ most celebrated traditions!

Listen now to explore how community votes drive recognition and success.

Tune in to learn the essential strategies and insights that every investor needs to know for making the most of their self-directed IRA!

Key Topics Covered:

• Introduction to Turbine Capital
• Real estate syndications and team structure
• Market cycles and macroeconomic trends
• Benefits of self-directed IRAs for alternative investments
• Turbine Capital’s current investment offerings - Reshoring and its impact on industrial real estate

#ThePreferredWayPodcast #RetirementPlanning #AlternativeInvestments #SelfDirectedIRA #DueDiligence #CarrieCook #PreciousMetals #CryptoInvestments #RealEstate

Mason breaks down:

How Connect Invest works

Diversifying your investments across real estate projects

Risk management and ease of use ⚖️

How to invest using cash, retirement funds (self-directed IRAs), or business accounts

Upcoming features like a new app and next-day activation

Whether you're new to real estate investing or looking for alternatives to traditional investments, this episode is for you! Ready to dip your toes in? Get started today with Connect Invest.

This episode brought to you by the Preferred Trust Company (https://preferredtrustcompany.com) Want to know more about Connect Invest go here: https://www.connectinvest.com

Don't forget to like, subscribe, and hit the notification bell so you don’t miss our future episodes on retirement savings and alternative investments!

#RealEstateInvesting #PassiveIncome #ConnectInvest #RetirementPlanning #AlternativeInvestments #FinancialFreedom #SelfDirectedIRA #investingtips 

- Visit https://buildseniorliving.com/ for more information

- Also visit our website: https://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.

#retirement #financialplanning #taxplanning #investment #buildingwealth 

-Visit our website: https://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.

Key Takeaways:

- Transferring funds from one custodian to another can take anywhere from 24 hours to two weeks, depending on the processing times of the custodian.

- Preferred Trust Company allows investments in digital currency through self-directed IRAs, providing security and a flat transaction fee for purchases.

- Investment sponsors can work with Preferred Trust Company to raise capital by utilizing self-directed IRAs, tapping into untapped retirement funds.

- Clients are in control of their investments and need to do their own due diligence when choosing alternative investments.

- Diversification is key in retirement investing, and seeking advice from financial advisors is important.

- Successful retirement investing requires a team effort and the support of a custodian like Preferred Trust Company.

- Visit our website: https://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.

Chapters

00:00 Introduction and Overview

04:41 The Challenges and Mitigation of Investing in Oil and Gas

09:20 Considerations for Investing with a Retirement Account

-To learn more about investing with LGX, you can visit their website or reach out to Preferred Trust.

-Visit our website: https://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.

Chris Trembly delves into the remarkable success story of Kenneth Baker in the realm of Digital Currency Investments. As a client at Preferred Trust, Mr. Baker has not only achieved significant success but also garnered invaluable insights and lessons from his journey in the digital currency market. Kenneth generously shares his experiences, providing a firsthand account of his path to success and the valuable lessons learned along the way.

00:00 Introduction and Background

03:08 Starting with a Self-Directed IRA

08:46 Choosing Investments: Bitcoin, Ethereum, and Solano

11:47 Setbacks and Lessons Learned

20:39 Advice for Those Considering Digital Currency Investments

25:31 The Importance of Research and Risk Tolerance

28:24 The Roller Coaster Ride of Cryptocurrency

31:11 Closing Remarks and Contact Information

-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.

Takeaways

• Self-directed IRAs offer greater control and diversification of assets.
• Investors must do thorough due diligence and understand potential tax implications.
• Alternative investments in self-directed IRAs have the potential for higher ROI.
• Fees associated with self-directed IRAs may be higher than traditional IRAs.
• Investing through an IRA LLC provides even more control and diversification.
• Investors must be aware of the risks and complexities of IRA LLCs.
• Self-directed IRAs offer inherent asset protection.
• Many alternative investments in self-directed IRAs are not liquid.

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.

Join us as Carrie and Drew delve into the intricate world of precious metals. St. Joseph Partners, a prominent service provider to individual investors and institutions, specializes in physical gold, silver, and other precious metals, providing invaluable expertise in navigating this unique investment landscape.

In this insightful discussion, Carrie and Drew explore the nuances of investing in precious metals within a self-directed IRA. From the current state of the market to strategic approaches for incorporating precious metals into your investment portfolio, this episode offers a comprehensive guide for both seasoned investors and those venturing into the world of self-directed IRAs. Discover the key considerations and benefits of diversifying your portfolio with precious metals, and learn how St. Joseph Partners assists investors in making informed decisions within this specialized sector. 

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.

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.

Guy's wealth of knowledge has made him a sought-after figure, having addressed advisors in more than thirty countries. His expertise extends to various platforms, including talk shows, video conferences, and the Million Dollar Round Table (MDRT). Dr. Guy Baker holds numerous degrees including his Doctorate of Philosophy in Financial and Retirement Planning (PhD) in 2018 from The American College.

As a prolific writer and speaker, Guy has been a beacon in the industry, sharing his insights on life insurance and wealth management. In this episode, he shares his wealth of experience and explores the nuances of navigating the financial landscape as a Registered Investment Advisor, the economy and more!

Get in touch with Guy Baker: https://www.wealth-teams.com/our-team/guy-baker/

Visit our website: preferredtrustcompany.com 

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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.

Learn more about Techvestor: techvestor.com

Visit our website: preferredtrustcompany.com 

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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.

Matt Allen has been a loan specialist since 2003 and is now the Vice President of Portfolio Lending at NASB. Matt has been instrumental in launching the first nationwide non-recourse loan program for Self-Directed IRAs and teaches investors how to compound their retirement money while diversifying into real estate. Recognized as the expert on Self-Directed IRA non-recourse loans, Matt focuses on building diversified wealth. He is co-author of the book “Leverage Your IRA-Maximize Your Profits with Real Estate”.

North American Savings Bank has been providing loans to individuals since 1927. As a leader in the mortgage industry, NASB offers a variety of mortgage loans and is the only nationwide non-recourse lender for IRA real estate investments. We have retail lending branches in Missouri, and also offer nationwide lending.

Episode Topics:

• Who is the North American Savings Bank?
• What is a non-recourse loan?
• Who is eligible for a non-recourse loan using their IRA to purchase rental/investment properties?
• What is the minimum down payment requirement for a non-recourse loan?
• What is the processing time frame for a non-recourse loan?
• Can properties be held in an LLC?
• Can you refinance a property that you own free and clear within your IRA?
• What are the requirements for IRA debt financing?
• What are the income requirements for rental properties?
• What loan options are available for a non-recourse loan?
• What documentation is required for non-recourse loan approval?

Connect with an IRA Lending Expert

 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.

Client Questions:

1. Why do we provide annual statements instead of monthly statements?
2. Why do we wait until the end of March to publish the annual statements for the previous year?
3. Will I receive a 10-99 R?
4. Will I receive Form 5498?
5. Can I request a monthly statement?

If you have any questions about the client portal please reach out to our team, we are happy to help!

Coming soon: How to Video on Extracting Data from Client Portal

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.

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.

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.

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.

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.

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.

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.

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 

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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.

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 

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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.

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

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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.

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.

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.

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.

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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.

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?

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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.

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.

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.

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.

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.

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.

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.

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

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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.

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

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Visit our website

Schedule a Free Consultation

Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

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.

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.

Did you enjoy the episode? Don't forget to follow the podcast and turn on notifications! We would really appreciate it if you also left a review to tell us what you enjoyed about the podcast!

Visit our website

Schedule a Free Consultation

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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.

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

Follow us on Social Media! Twitter, Instagram, TikTok, Facebook, YouTube

Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

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.

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.