The IRA Custodian RED FLAGS No One Talks About

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The Preferred Way: A Retirement Podcast

Preferred Trust Company

67 episodes

1 week ago

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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The IRA Custodian RED FLAGS No One Talks About

The Preferred Way: A Retirement Podcast

26 minutes 11 seconds

5 months ago

The IRA Custodian RED FLAGS No One Talks About

Is your current self-directed IRA custodian costing you time, money, and investment opportunities? In this episode of The Preferred Way, Chris Trembley and Christina Ramirez expose what really happens behind the scenes when clients try to transfer IRAs from other custodians. From unreachable support to missing deeds, mis-titled assets, and costly delays, this candid conversation is a must-watch for anyone relying on their IRA to fund alternative investments. Thinking of switching custodians? Or just want to understand if your current one is up to par? Schedule a free consultation today: https://preferredtrustcompany.com/schedule-a-consultation/?utm_source= ✅ Topics we cover: - Why some custodians stall transfers (on purpose?) - How mergers lead to lost or mistitled assets - Precious metals confusion: who’s really holding your gold? - What great customer service should look like - Questions every IRA holder must ask Don’t just take their word for it—research reviews, look up licensing, and ask the right questions before it's too late. Subscribe to stay informed on how to protect your retirement savings the Preferred way. #SelfDirectedIRA #IRAWarningSigns #RetirementPlanning #AlternativeInvestments #PreciousMetalsIRA #FinancialEducation #IRATransfer #PreferredTrust #IRACustodian #RetirementRisks #DueDiligence #IRACompliance #KnowYourCustodian #SDIRAProblems #youtubepodcast #youtube #podcast © 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.