The Preferred Way: A Retirement Podcast

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:...

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 communit...

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 capita...

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...

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...

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 disp...

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...

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...

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-...

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 inve...

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 e...

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 a...

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-...

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...

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 acc...

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 ge...

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...

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 thei...

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 po...

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...

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? Disclaim...