Ever wondered what could trigger an IRS audit on your self-directed IRA? In this episode of The Preferred Way, CEO Carrie Cook and Client Service Agent, Alysia Ball pull back the curtain on IRS red flags, prohibited transactions, and the critical importance of accurate recordkeeping.

Learn how to:

Avoid prohibited transactions that could disqualify your IRA

Identify warning signs when choosing a custodian

Maintain compliant records that protect your retirement savings

Understand your role vs. your custodian’s role in due diligence

At Preferred Trust Company, transparency isn’t just a promise — it’s a policy. Discover what makes a truly qualified custodian and how to protect your retirement funds the preferred way.

Ready to invest with confidence?
Open an account today at PreferredTrustCompany.com

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*Disclaimer* 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.