Preferred Trust

08/26/2026

We’re proud to celebrate an exciting milestone for Preferred Trust Company! 🎉

Preferred Trust Company has been named to the 2026 Inc. 5000 list of America’s fastest-growing private companies, earning an overall ranking of #4,765.

This recognition is a testament to the trust of our clients and partners, as well as the dedication, hard work, and commitment of our incredible team. Thank you to everyone who has been part of our journey and helped make this achievement possible!

Here’s to an exciting future ahead. 🚀

08/07/2026

01/23/2026

Looking to add powerful diversification to your retirement strategy? 🛢️📈
Oil and gas investments inside a Self-Directed IRA can bring long-term income potential and real asset stability — far beyond what traditional markets offer.

Why investors explore energy assets in an SDIRA:
🔹 Potential for steady, passive income
🔹 Hedge against inflation and market volatility
🔹 Tangible, in-demand resources
🔹 Tax-advantaged growth within your IRA

You don’t have to be a big corporation to tap into big opportunities — SDIRAs make energy investing more accessible than ever. 💼⚡

If you're ready to expand your retirement portfolio beyond Wall Street, this could be your next strategic move.

01/21/2026

Trying to decide between a Traditional IRA and a Roth IRA? 🤔🐷💼
Here’s a quick breakdown to help you choose the best path for your financial future:

🟡 Traditional IRA
• Contributions may be tax-deductible
• No income limits to contribute
• Tax-deferred growth (taxed on withdrawal)
• Required Minimum Distributions at age 73
• Great for those wanting an immediate tax break

🟢 Roth IRA
• Contributions made with after-tax dollars
• Income limits apply
• Tax-free growth and tax-free withdrawals (if qualified)
• No RMDs during your lifetime
• Ideal if you expect to be in a higher tax bracket later

Both accounts offer powerful benefits — it just depends on your goals and tax strategy. 📈🔑

Whichever you choose, you can even take it further by using a Self-Directed IRA to unlock alternative investments like real estate, precious metals, trust deeds, and more. 🏡✨

01/21/2026

Gold has a history of doing something remarkable during recessions…
it holds its value when other markets don’t. ✨📉

For decades, gold has been seen as a safe-haven asset — a place investors turn when the economy slows, inflation rises, or uncertainty spikes.
From the 1970s to the Great Recession and beyond, gold has consistently shown resilience when traditional markets struggle. 🏆📊

That’s why many retirement savers choose to hold physical gold inside a Self-Directed IRA (SDIRA).
It’s a way to diversify, protect purchasing power, and add stability to a long-term strategy. 🔒💛

History doesn’t predict the future…
but it can certainly guide smart decisions.

Learn how to add precious metals to your SDIRA at PreferredTrustCompany.com 🔵💛

01/20/2026

🎙️✨ NEW EPISODE OUT NOW ✨🎙️

Connect Invest: What Happens to Your Money? 💰🔍

Ever wonder what happens to your money while it’s sitting on an investment platform?
In this episode of The Preferred Way, Alysia Ball and Mason Weiler of Connect Invest explain how funds held at Connect Invest can earn 2% interest when balances are $5,000 or more.

🏦 Not a high-yield savings account
📈 But still earning something while funds are on deposit
🧠 Built for transparency, clarity, and smarter cash management

This is about understanding where your money sits, how it works for you—even between investments—and how that fits into a hands-off real estate and retirement strategy.

▶️ Watch now on YouTube https://bit.ly/4puA5PO
🔔 Subscribe for clear, honest conversations about alternative investing and retirement planning.

🎧 💡 💸 🏡 📊 💼