Preferred Trust
Business Owners – Are You Diversifying from Your Business?
Last month, we discussed how a Self-Directed SEP IRA could be used as a tool to help reinforce your tax sheltering strategy and supplement your business cashflow at the same time. The above question may seem contradictory to our previous topic, but bear with us, there is a method to ...
Business Owners – Is Your Tax Sheltering Plan Bulletproof?
Whether you are in the business of 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, is that the trillions of dollars in government aid will need to be paid ...
*Sponsored Content Much is made of the need to save and invest for your financial future. The typical path most of us take to save is by participating in a company 401(k)/pension plan, or possibly the old standby of contributing to an IRA. Some may even purchase and maintain rental ...
Is Your IRA Handled by the Proper Entity?
Last month I met with a potential client, who was unhappy with the service he was receiving through the company that was currently servicing his Self-Directed IRA. He described the challenges he faced trying to fund his investments, get paperwork completed, and the lack of communication between all the parties ...
