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There’s $14 Trillion in IRA Assets on the Table

Updated: Jul 3, 2023

Who’s Gonna Tap That?


Have you seen the headlines? IRA Assets Approach $14 Trillion Thanks to 401k Rollovers “Retirement Assets Top $14 Trillion” “IRA Assets Hit $14 Trillion, Cerulli says”….


If you are a capital raising company that offers a retirement plan qualified investment and you are still ONLY tapping into cash because it’s “easy”, go back to the top and read those headlines over again.


Has the light bulb turned on yet?


That is $14 trillion in capital that has already been corralled. That is $14 trillion in capital that cannot be touched until retirement age. That is $14 trillion in capital that is looking to pick up something better than what the stock market is putting down.


If you are a private company that facilitates an investment in alternative assets – real estate, private placements, private equity, precious metals, oil & gas, deeds of trust, promissory notes – you know who you are. This should be your wake-up call.


It’s time to change the capital raising landscape for your company.


The continued growth of your company may depend on it. Cash can too easily walk out the door once it’s back into the hands of the investor. As the President of a company whose entire operation and growth depends on private capital raising and retaining that capital, I understand all too well the pitfalls of the ease of cash investors.


It has helped me understand the true value of harnessing other avenues for raising capital, and the need for the most efficient means to tap into it. If you don’t know where I’m heading with this, I’m talking about the self-directed IRA industry. If you did know, then you’re probably laughing your asses off because “efficient” is almost never in their vocabulary.


That is where my dual role as the CEO of a self-directed IRA custodian has been essential. I saw a need for a self-directed IRA custodian that is dedicated to meeting investment deadlines. Not the meaningless chest pounding of having “billions” under custody.


That means nothing when you have to use a 3rd party administrator or buyout the competition to acquire those numbers. Those custodians did not earn that business by being the best in service.


If you are ready to escape the logistical nightmare and change the capital raising landscape for your company with $14 trillion in retirement funds, it’s time to look past all the hype and consider a partnership with Preferred Trust Company.


If you’re still not convinced, or think you are already working with the best option, then stick around. If you’ve read other pieces from my blog, you know I’ll tell it to you like it is.

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