We make self direction easy.
At Preferred Trust, We Administer Your Account, You Choose The Investment. When you open your account with us, our step-by-step process provides clients with a blueprint to open, fund and complete investment transactions quickly, safely and accurately. We’ve developed all of the paperwork and procedures to make sure that your transactions are handled efficiently. You know you’re in good hands, because we’re the experts in self-directed IRAs and real estate IRAs. Whether you are an experienced investor looking to diversify your retirement portfolio or an individual looking to set up your first IRA, we have processes in place to suits your needs.
What do you have to do to have a self-directed IRA? It's simple. Basically, there are three steps to self directing your IRA funds:
- Open an Account – If you’ve already chosen a retirement plan, open a self-directed IRA account with Preferred Trust. Our professionals are trained in all areas of self-directed IRAs and real estate IRAs, and are ready to assist you.
- Fund your Account – Fund your account by making a contribution or by transferring funds from another IRA. Your local Preferred Trust office can assist you.
- Choose an Investment – If you have an investment in mind, simply contact our office.
