In this episode, CEO Carrie Cook answers common questions about retirement investing and self-directed IRAs. She discusses the process of transferring funds from one custodian to another, the ability to invest in digital currency, and how investment sponsors can utilize self-directed IRAs to raise capital. Carrie also explains that clients are in control of their investments and need to do their own due diligence. She emphasizes the importance of diversification and seeking advice from financial advisors. The overarching theme is that successful retirement investing requires a team effort.
 
Key Takeaways:
- Transferring funds from one custodian to another can take anywhere from 24 hours to two weeks, depending on the processing times of the custodian.
- Preferred Trust Company allows investments in digital currency through self-directed IRAs, providing security and a flat transaction fee for purchases.
- Investment sponsors can work with Preferred Trust Company to raise capital by utilizing self-directed IRAs, tapping into untapped retirement funds.
- Clients are in control of their investments and need to do their own due diligence when choosing alternative investments.
- Diversification is key in retirement investing, and seeking advice from financial advisors is important.
- Successful retirement investing requires a team effort and the support of a custodian like Preferred Trust Company.
- Visit our website: https://preferredtrustcompany.com/
- Follow us on Social Media:
https://linktr.ee/preferredtrust
*Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.

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