Self-Directed IRAs: The Key to Sheltering Your Cryptocurrency Investments from Taxes
Regardless of whether you invest in the conventional market or participate in more sophisticated investments like cryptocurrency, we are all sitting in a world of unknowns right now. However, all politics aside, there are two things that are certain. First, is that the trillions of dollars in government aid will need to be paid back. Second, is that this expectation foreshadows what recourse will most likely be taken, taxes. So, in anticipation of this impending tax event, does your investment strategy also include an optimal tax shelter plan?
- How Your Capital Gains Can be Tax-deferred or Tax-free
- How is Your Cryptocurrency Stored?
- How is Your Cryptocurrency Protected?
- What Should You Consider Before Investing in Cryptocurrency with a SDIRA?
- What Strategy Works Best for You and Your Current Portfolio
Event Recording
Self-Directed IRAs: The Key to Sheltering Your Cryptocurrency Investments from Taxes
Speaker
Carrie Cook
- Title
- Chief Executive Officer @
- Company
- Preferred Trust Company
- Role
- Speaker
Ms. Cook holds two executive level roles consecutively as President of Ignite Funding and CEO of Preferred Trust Company. As the President of Ignite Funding since April 2011, Ms. Cook brings more than 15 years of experience specializing in private lending and is a licensed Mortgage Broker with the Nevada Mortgage Lending Division and Arizona Department of Financial Institutions.
As Chief Executive Officer of Preferred Trust Company, a licensed retail trust company that holds custody of alternative assets on behalf of IRA account owners, she oversees all functions within the business to include operations, compliance, accounting, marketing/sales, and client relations. Ms. Cook was approached in August of 2014 by the owners of the company and asked if she would consider the dual capacity role given her proven track record. Given the synergistic approach of the two companies she took on the challenge. It was that challenge that began a complete overhaul of the financial, operational, and regulatory performance of the company. In this role, Ms. Cook is a certified Self-Directed IRA Professional.
About
Preferred Trust Company
Preferred Trust facilitates both custodial and administrator roles as a licensed trust company. Our top priority is providing outstanding service to our clients nationwide. For us, customer service starts with educating individuals and small businesses on the available investment options to maximize their IRA. Formed in 2007, our mission remains the same: Provide individuals the opportunity to break down the barriers of traditional investing in an IRA. We endeavor to educate account owners about their ability to invest in alternative assets through their IRA to provide tax-advantage retirement growth. This wealth-building education enables clients to expand their knowledge and complete transactions with ease.