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Carrie Cook
Nov 15, 20212 min read
Real Estate Crowdfunding Platforms Have Yet to Face Their True Test - Will They Endure
Part 3 - No Liability The real estate default and foreclosure process typically does not resolve itself overnight, especially if these...
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Carrie Cook
Nov 8, 20212 min read
Real Estate Crowdfunding Platforms Have Yet to Face Their True Test - Will They Endure
Part 2 - Crowdfunding Company Pitfalls Unfortunately, due to the more recent availability of these types of investments on the market,...
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Carrie Cook
Nov 1, 20212 min read
Real Estate Crowdfunding Platforms Have Yet to Face Their True Test - Will They Endure
Part 1 There is no doubt that the rise of online crowdfunding platforms altered the face of the real estate lending industry. Real estate...
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Carrie Cook
Sep 20, 20213 min read
High-Income Earners: It's Possible to Achieve Tax-Free Income in Retirement
Part 3 The “Mega” in mega backdoor Roth IRA You can convert as much as you want anytime you want from a Traditional IRA, SEP IRA, Solo...
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Carrie Cook
Sep 14, 20211 min read
High-Income Earners: It's Possible to Achieve Tax-Free Income in Retirement
Part 2 Roth IRA contributions are limited by your modified adjusted gross income (MAGI). For 2021, your Roth IRA contribution limit is...
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Carrie Cook
Sep 6, 20211 min read
High-Income Earners: It's Possible to Achieve Tax-Free Income in Retirement
Part 1 There are many ways to save for retirement, each with different benefits and limitations associated. Most people are familiar with...
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Carrie Cook
Jun 28, 20213 min read
Top 5 questions you should ask yourself when considering digital currency as an investment.
Question 4: What are the pros and cons of non-segregated and segregated digital currency storage? Non-segregated storage of digital...
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Carrie Cook
Jun 21, 20211 min read
Top 5 questions you should ask yourself when considering digital currency as an investment.
Question 3: Does it matter how the digital currency is stored? There are two ways to store digital currency; non-segregated and...
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Carrie Cook
Jun 14, 20212 min read
Top 5 questions you should ask yourself when considering digital currency as an investment.
Question 2: Does it matter what trading platform is used for the purchase and sale of digital currency? Preferred Trust Company strongly...
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Carrie Cook
Jun 7, 20212 min read
Top 5 questions you should ask yourself when considering digital currency as an investment strategy.
Question 1: Should I be leery of digital currency marketers? As a self-directed IRA custodian, Preferred Trust Company provides clients...
23,156 views1 comment


Carrie Cook
May 24, 20213 min read
From CEO to Glamping!
Time flies when you are having fun, working hard, and when reality sets in that your baby is now a full-fledged teenager. It feels like...
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Carrie Cook
Nov 26, 20206 min read
Working for a Woman - Part 2
Employees share their viewpoints of working for a woman vs. working for a man. Words from an employee. What is the definition of a...
133 views0 comments
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