Understanding Self- Directed IRA's

The Preferred Way: A Retirement Podcast
31/10/2022 24 min
Understanding Self- Directed IRA's

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Episode Synopsis


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?


Disclaimer: Preferred Trust Company, LLC. 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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