DECEMBER

PODCAST
12.11.2025 - Last-Minute Tax Saving Strategies CPAs Wish You'd Use
12.25.2025 - Tax Season Prep Guide: How to Prepare for the 2026 Tax Season

BLOG
12.5.2025 - Roth Solo 401k: A Breakdown and Guide
12.12.2025 - Roth IRA for Students: Is College the Right Time to Start Saving?
12.19.2025 - Simple IRA: A Guide to Understanding, Using, and Making the Most of This Small-Business Retirement Plan
12.26.2025 - How Self Directed IRA Loan Rules Work

EMAIL
PTC_Recap Newsletter 12.01.25
Client FMV Reminder_All Clients_11.18.25
Preferred Trust-December Review Email
Preferred Trust_Recap Newsletter 12.01.25 (Leads Push)
Digital Currency_Waived Fee Promo_Q4_2025
Client RMD Reminder_All Clients Final_December
Digital Currency IRA - Email #1 Trust & Framing
Digital Currency IRA - Email #2 Offer Introduction
Digital Currency IRA - Email #3 Final Reminder
PTC MC_External Manual Activate Your Account
PTC-Office_Closure_Holiday_Christmas_12.23.25
Christmas Email_12.25.25

ACCOUNTS
New Accounts - 14 YTD - 171

COMPANY PARTNERSHIP STATS:
Ignite Funding | Accounts - 7 YTD - 70
Aptera | Account - 0 YTD - 1
BV Capital | Accounts -  YTD - 2
Connect Invest | Account - 0 YTD - 3
Definance Capital Fund | Accounts - 0 YTD - 4
Eckard Enterprises | Accounts - 0 YTD - 1
Ethos Development | Accounts - 0 YTD - 1
Fisher Precious Metals | Accounts - 0 YTD - 1
Island Project | Accounts - 1 YTD - 21
LGX Energy | Account - 1 YTD - 1
Paradyme | Accounts - 0 YTD - 10
PetroPeak Investments | Accounts - 0 YTD - 1
Phoenix Capital | Account - 2 YTD - 11
SWP | Account - 0 YTD - 12
Tomisoco | Accounts - 1 YTD - 3
Turbine Capital | Accounts- 1 YTD - 11
Victory Spirits | Account - 0
Wind Harvest | Account - 0

NOVEMBER

COMPANY PARTNERSHIP STATS:
Ignite Funding | Accounts YTD total -
Island Project | Accounts YTD total -
SWP | Account YTD total -
Turbine Capital | Accounts YTD total -
Aptera | Account YTD total -
Nomad Capital | Account YTD total -
LGX Energy | Account YTD total -
Victory Spirits | Account YTD total -
Wind Harvest | Account YTD total -

PODCAST
11.13.2025 - What Your CPA Isn't Telling You, Real Estate, IRAs and Family Legacy
11.26.2025 - The Trust Mistakes That Cost Families Millions | Family Legacy with Larry Pendleton Part 2

BLOG
11.7.2025 - Private Equity IRAs: A New Way to Grow Your Retirement Portfolio
11.14.2025 - Understanding Capital Gains on Retirement Accounts: What Every Investor Should Know
11.21.2025 - IRA Distribution Explained: What It Is, How Disbursement Works, and Key Rules
11.28.2025 - New IRA and Retirement Plan Contribution Limits for 2026 and What They Mean for You with Preferred Trust

EMAIL
PTC_Recap Newsletter 11.01.25
PTC_Office Closure_Veterans Day_11.11.25
Leads_Closed/Lost_Waived Establishment Fee Offer_11.10.25
PTC_Office Closure_Thanksgiving_11.27.25
Client RMD Reminder_All Clients_11.25.25

ACCOUNTS
New Accounts - 12 YTD - 157

Ignite - 6
Priority Gold - 1
St. Joseph Partners - 1
Paradyme - 1
Petro Peak - 1
Tomisoco - 1

COMPANY PARTNERSHIP STATS:

Ignite Funding | Accounts - 6 YTD - 63
Aptera | Account - 0 YTD - 1
BV Capital | Accounts - 0 YTD - 2
Connect Invest | Account - 0 YTD - 3
Definance Capital Fund | Accounts - 0 YTD - 4
Eckard Enterprises | Accounts - 0 YTD - 1
Ethos Development | Accounts - 0 YTD - 1
Fisher Precious Metals | Accounts - 0 YTD - 1
Island Project | Accounts - 0 YTD - 20
LGX Energy | Account - 0 YTD - 0
Paradyme | Accounts - 1 YTD - 10
PetroPeak Investments | Accounts - 1 YTD - 1
Phoenix Capital | Account - 0 YTD - 9
SWP | Account - 0 YTD - 12
Tomisoco | Accounts - 0 YTD - 2
Turbine Capital | Accounts- 1 YTD - 11
Victory Spirits | Account - 0
Wind Harvest | Account - 0

OCTOBER

PODCAST
10.2.2025 - From Setup to Payoff, The Timeline of a Self-Directed IRA
10.16.2025 - IRS Audits & Self-Directed IRAs: What Every Investor Should Know
10.30.2025 - Red Flags & Fair Market Valuations: What Every SDIRA Investor Should Know Part 2

BLOG
10.3.2025 - What is a UBIT Tax?
10.10.2025 - How does an IRA in Real Estate work?
10.17.2025 - IRA Capital Gains Tax: What Every Self-DIrected Investor Should Know
10.24.2025 - Self-Directed Roth IRA: Answers That Could Transform Your Retirement
10.31.2025 - Unlocking Investment Freedom: A Q&A Guide on Moving Your 401k to a Self-directed IRA

EMAIL
Preferred Trust_Recap Newsletter 10.01.25
Client RMD Reminder_All Clients_10.08.25
PTC_Office Closure_Colombus Day_10.13.25
Preferred Trust-October Review Email
PTC_Halloween Email_10.31.25

ACCOUNTS
New Accounts - 11      YTD - 145

COMPANY PARTNERSHIP STATS:
Ignite Funding | Accounts - 5  YTD - 59
Aptera | Account - 0  YTD - 1
Definance Capital Fund | Accounts - 2 YTD - 4
Island Project | Accounts - 1 YTD - 21
LGX Energy | Account - 0 
Nomad Capital | Account -0 
Phoenix Capital | Account - 2  YTD - 11
SWP | Account - 0  YTD - 8
Tomisoco | Accounts - 1 YTD - 2
Turbine Capital | Accounts- 0  YTD - 10
Victory Spirits | Account - 0 
Wind Harvest | Account - 0