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Professionals:  Jumpstart your business with self-directed IRA’s

Become your client's most trusted advisor through Self-Directed IRAs and Real Estate IRAs.  Looking for a way to jump-start your business or expand your current client base? Learn more about the hottest topic in retirement investing: self-directed IRAs and real estate IRAs.   Last year alone, the number of self-directed retirement plans increased by 42%.  With a self-directed IRA, self-directed individual(k) or self-directed HSA, your clients can purchase real estate, notes, private placements, mortgages and more with their retirement funds! 

As a self directed IRA administrator, Preferred Trust does not provide our clients with investment advice. However, many of our clients are looking for investment ideas and support from reliable professional sources, like you. Preferred Trust educates thousands of professionals on the benefits of self-direction each year, providing attorneys, CPAs, financial planners and real estate professionals with licensed continuing education on self-directed IRAs and real estate IRAs.

Find out how you can:

  • Gain clients, commissions, and referrals through self-directed IRAs
  • Get the tools, tactics, and training to attract more buyers through real estate IRAs
  • Tap into $4 trillion placed in retirement plans
  • Position yourself as a trusted adviser
  • Learn how to secure your own retirement