Is your current self-directed IRA custodian costing you time, money, and investment opportunities? In this episode of The Preferred Way, Chris Trembley and Christina Ramirez expose what really happens behind the scenes when clients try to transfer IRAs from other custodians. From unreachable support to missing deeds, mis-titled assets, and costly delays, this candid conversation is a must-watch for anyone relying on their IRA to fund alternative investments.
Thinking of switching custodians? Or just want to understand if your current one is up to par?
Schedule a free consultation today: https://preferredtrustcompany.com/schedule-a-consultation/?utm_source=
✅ Topics we cover:
- Why some custodians stall transfers (on purpose?)
- How mergers lead to lost or mistitled assets
- Precious metals confusion: who’s really holding your gold?
- What great customer service should look like
- Questions every IRA holder must ask
Don’t just take their word for it—research reviews, look up licensing, and ask the right questions before it's too late.
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© 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

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