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.
Unlock your IRA Capital with our FREE Masterclass!
The Preferred Way: A Retirement Podcast
25 minutes 11 seconds
7 months ago
Unlock your IRA Capital with our FREE Masterclass!
Are you an investment sponsor struggling to raise capital in today's uncertain market? Discover how to unlock IRA funds and scale your raise through our new Preferred Partner Masterclass, led by Preferred Trust Company CEO Carrie Cook. In this episode of The Preferred Way, Carrie’s team breaks down what’s inside the 9-part Masterclass—actionable steps, onboarding support, and real-world capital-raising strategies used by successful sponsors.
Learn how to streamline custodian relationships, leverage sticky retirement capital, and differentiate yourself from the competition with real IRA education and resources.
There’s no cost to join the Masterclass—only upsides! Register now using the link in the description. If you're ready to raise capital smarter—not harder—this Masterclass is your next step.
JOIN THE MASTERCLASS NOW https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*1mg3k21*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1
Schedule a consultation HERE https://info.preferredtrustcompany.com/preferred-trust-consultation?_gl=1*kdrrev*_gcl_au*MTMyNTE1NTY0NS4xNzQyOTI1OTI1
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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.
