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The Politics of Retirement: How Government Affects Your IRA and Social Security
How politics affects your retirement-From IRAs to Social Security it has an impact! Stay informed and voice your opinion.
Carrie Cook
Oct 11, 20246 min read


The Good, The Bad, and The Ugly of Digital Currency - Part 11
This article is intended to shine a light on digital currency investment specifically related taxes.
Carrie Cook
Sep 26, 20223 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...
Carrie Cook
Sep 14, 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...
Carrie Cook
Sep 6, 20211 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...
Carrie Cook
Jun 14, 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...
Carrie Cook
Jun 7, 20212 min read
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