Preferred Trust

Preferred Trust Self-Directed IRA Custodian with over $3.4 Billion in Custodied Alternative Assets. Our top priority is providing outstanding service to our clients nationwide.

Preferred Trust facilitates both custodial and administrator roles as a licensed trust company. For us, customer service starts with educating individuals and small businesses on the available investment options to maximize their IRA. Formed in 2007, our mission remains the same: Provide individuals the opportunity to break down the barriers of traditional investing in an IRA. We endeavor to educ

ate account owners about their ability to invest in alternative assets through their IRA to provide tax-advantage retirement growth. This wealth-building education enables clients to expand their knowledge and complete transactions with ease.

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.

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

🎧 💡 💸 🏡 📊 💼

A Self-Directed IRA gives you more than a retirement account — it gives you control, choice, and flexibility. 🔑💼Check ou...
01/20/2026

A Self-Directed IRA gives you more than a retirement account — it gives you control, choice, and flexibility. 🔑💼
Check out these key features that set an SDIRA apart:

🎮 Control – You decide what to invest in.
🪙 Tax Benefits – Keep your gains tax-deferred or even tax-free.
📚 Asset Choices – Go beyond Wall Street with real estate, precious metals, crypto, private placements, and more.
🛡️ Compliance Rules – Stay within IRS guidelines while expanding your investment options.
🔧 Custodian Requirement – A custodian helps handle administration and maintain IRS compliance.

An SDIRA empowers you to build the retirement you want — not just the one traditional accounts allow. 📈✨

Ready to take control of your financial future?

01/19/2026

🎙️✨ NEW EPISODE OUT NOW ✨🎙️

Cash vs. Self-Directed IRA: Which Investment Wins? 💵📊

Do you have to choose between cash and a Self-Directed IRA when investing? Not necessarily.
In this episode of The Preferred Way, Alysia Ball and Mason Weiler of Connect Invest explain how investors can participate using cash, retirement funds, or both—all within a single, streamlined platform.

💰 Invest with cash starting at accessible amounts
📁 Open a separate account for retirement funds
🔄 Flexibility to invest based on your goals and timeline

🧠 This conversation highlights how blending cash investing with Self-Directed IRA strategies can create optionality for both near-term income and long-term retirement planning.

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

🎧 💡 💵 📊 🏡 💼

In observance of Martin Luther King Jr. Day, the Preferred Trust Company office will be closed today. 🇺🇸✨This day serves...
01/19/2026

In observance of Martin Luther King Jr. Day, the Preferred Trust Company office will be closed today. 🇺🇸✨

This day serves as a reminder to reflect on Dr. King’s legacy of service, equality, and leadership—and the impact one person’s vision can have on generations. 🤝🕊️

We will resume normal business hours tomorrow. Wishing everyone a meaningful and reflective holiday. ❤️

01/19/2026

Still confused about alternative investing? 😵‍💫📊
You’re not alone — and that’s exactly what we’re here for.

Real estate, trust deeds, crypto, precious metals, private placements… it can feel like a whole new language. But with the right guidance, it becomes one of the most powerful ways to build a stable, diversified retirement. 🏡🥇🪙💼

At Preferred Trust Company, we help you understand your options and show you how a Self-Directed IRA can give you more control — without the confusion. 🔑✨

Have questions? We’re here to make it simple.
Contact us today and get clarity on your financial future. 📞💬

01/18/2026

When someone asks why I started investing in alternative investments… 👀
Because relying on one lane and hoping the market behaves is not a strategy. I wanted predictable income opportunities, diversification, and a smarter way to build wealth without riding every Wall Street mood swing.

Alternative investments can open doors to real estate-backed income, precious metals, private lending, and other assets that help balance risk and reward. Translation: I don’t want to “end up poor,” I want to build stability, flexibility, and long-term financial confidence.

Curious what alternatives could do for your portfolio? It may be time to explore beyond traditional investing.

Alternative investments involve risk and are not suitable for everyone. Consult financial and tax professionals before investing.

Think your retirement portfolio has to be limited to stocks, bonds, and mutual funds?Think again. 🤯📊With a Self-Directed...
01/18/2026

Think your retirement portfolio has to be limited to stocks, bonds, and mutual funds?
Think again. 🤯📊

With a Self-Directed IRA (SDIRA) at Preferred Trust Company, you can diversify into truly alternative assets — the kind you never see in a traditional retirement account.

Yes, that means:
💻 Crypto Mining
🦙 Alpaca Farms
🍷 Vintage Wine
…and so much more.

When you control your IRA, “diversification” takes on a whole new meaning.
SDIRAs allow you to explore unique opportunities, hedge against market volatility, and build a retirement strategy as creative as you are. 💡✨

Your retirement doesn’t have to fit inside a box.
Learn what’s possible at PreferredTrustCompany.com 🔵💛

Address

6700 Via Austi Pkwy Suite 301
Las Vegas, NV
89119

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

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