Unlock the full potential of your IRA with The Preferred Way, a retirement podcast that explores the often-overlooked powerhouse in the investment landscape: The Self-Directed IRA. Join us as we demystify this unique retirement account, offering insights into diverse investment options, alternative strategies, legal structures, and essential tax rules. Discover the untapped possibilities for maximizing your financial future through the world of Self-Directed IRAs.
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
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Unlock the full potential of your IRA with The Preferred Way, a retirement podcast that explores the often-overlooked powerhouse in the investment landscape: The Self-Directed IRA. Join us as we demystify this unique retirement account, offering insights into diverse investment options, alternative strategies, legal structures, and essential tax rules. Discover the untapped possibilities for maximizing your financial future through the world of Self-Directed IRAs.
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2
The Preferred Way: A Retirement Podcast
21 minutes 54 seconds
3 months ago
Self-Directed IRAs & Tax Strategies for the Next Generation with Larry Pendleton | Part 2
In this episode of The Preferred Way Podcast, Carrie Cook continues the conversation with CPA Larry Pendleton on how both younger and older generations can strategically use self-directed IRAs, manage debt, and prepare for retirement that leaves a legacy.
Larry shares insights on:
Why it’s never too late to start retirement planning (even at 50+)
The difference between good debt vs. bad debt
The true cost of raising kids (and why it impacts your financial strategy)
Why the younger generation may shift 80% of their portfolios into alternative assets like crypto & real estate
How small businesses are reshaping retirement plan offerings
The importance of using a real tax advisor (not just filing software)
Open a Self-Directed IRA today with Preferred Trust Company and take control of your retirement: www.preferredtrustcompany.com
Connect with Larry Pendleton, The Investor’s CPA for tax strategy & consulting: www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249
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The Preferred Way: A Retirement Podcast
Unlock the full potential of your IRA with The Preferred Way, a retirement podcast that explores the often-overlooked powerhouse in the investment landscape: The Self-Directed IRA. Join us as we demystify this unique retirement account, offering insights into diverse investment options, alternative strategies, legal structures, and essential tax rules. Discover the untapped possibilities for maximizing your financial future through the world of Self-Directed IRAs.
Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
