PTC Point of View Preferred Trust Company

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.

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.

In this episode, learn about investing 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 



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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.

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

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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.

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?



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.

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



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.