In this episode, Chris Trembley, Director of Operations, answers commonly asked questions from clients at Preferred Trust Company about Self- Directed IRA account maintenance.
Timecodes:
2:25 Why do we have fees? We don’t make money off your investments!
7:00 Depository Fees- What are they?
10:05 Depositories we work with- DDC, IDS & SWP
12:00 Why do we require a Minimum Account Balance?
13:50 Account Managers
16:30 Can I consolidate my retirement accounts?
20:00 How often do clients receive statement packages?
23:35 Updating Account Information- name change, new address, beneficiary changes
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
