Skip to content

Invest with Victory Spirits: Using Your

Self-Directed IRA at Preferred Trust. 

As a Victory Spirits client, you know how investing in alternative assets can make your money grow. Did you know you can create passive income through your retirement account with tax advantages to you?

Introducing Self-Directed IRAs

Self-directed IRAs offer a unique and flexible investment approach, empowering investors like you to diversify beyond traditional investment vehicles like stocks, bonds, and mutual funds.  
This powerful financial tool provides the freedom to invest your retirement funds in a wide range of high-yield alternative assets including clean energy, real estate, private equity, startups, precious metals, and much more.
bars going up grey

Why Self-Direct?

  • Diversification:

Diversifying your retirement portfolio is a smart investment strategy that can reduce risk, enhance stability, and improve returns. Alternative assets have the potential to outperform traditional assets like stocks, bonds, and mutual funds, and with a low correlation to traditional investments, can act as a powerful buffer during market downturns.
  • Tax-Deferred or Tax-Free Income:

Investment gains and income generated within the self-directed IRA can be tax-free (Roth IRA) or tax-deferred (Traditional IRA). Because a self-directed IRA claims 100% of the income generated by the investments in the account, your retirement funds can grow without restriction.
  • Offset Higher Tax Rates:

Consult your tax professional about the possibility of reducing your taxable income based on your filing status and income.

Get Started Today:

If you have questions, want additional information, or would like to use retirement funds for your next Victory Spirits, schedule a consultation to connect with our team of knowledgeable IRA experts. 



Schedule a Consultation - Appointments are in PST!