Resource Center

Access Madison Trust's library of helpful content to assist you on your Self-Directed IRA journey. Expand your investor knowledge, gain insights, and stay up-to-date with resources from our Self-Directed IRA experts!

Featured Content

The Ultimate Self-Directed IRA Guide

What's in the guide?
  • What is a Self-Directed IRA?
  • How does a Self-Directed IRA work?
  • Self-Directed IRA Benefits
  • Self-Directed IRA Plans
  • Popular Investments
  • How to Set Up a Self-Directed IRA
  • Case Study: Investing in Real Estate with a Self-Directed IRA
  • Frequently Asked Questions
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Upcoming Webinar

Unlocking the Power of Checkbook IRAs:

Gain Control of Your Retirement Investing

September 30th, 2023 | 3:00 PM (Eastern)
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Blogs

Users in a circle all on their phones engaging on social media.

Leveraging Communication Channels for Self-Directed IRA Investing

Discover how effective communication channels such as emails, webinars, and social media can be leveraged to keep up to date on Self-Directed IRA industry updates, IRS rules, trending alternative investments, and much more. Madison Trust utilizes these communication channels to help you uncover everything you need to know about Self-Directed IRAs.
Flowers sit beneath the spring showers, showcasing that April showers can bring abundance, just like how a Self-Directed IRA may attract abundance to your retirement savings.

April Showers Bring SDIRA Flowers: Planting Seeds for Retirement

The season of spring basks us in feelings of renewal and rejuvenation. In the midst of morning dew, we may seek to begin orchestrating a clear-cut plan for a possibly prosperous future and retirement. A Self-Directed IRA may be the ideal hatch to guide us through this springtime’s ray of hope.
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How Do I Know If My IRA Is Self-Directed?

Have you opened a Self-Directed IRA? If not, then your current IRA is likely a standard IRA. Learn more about opening a Self-Directed IRA at Madison Trust.
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Webinars

Investment Sponsor Highlight: Checking In to Hospitality & Multi-Family Investing with a Self-Directed IRA

Madison Trust was joined by Saagar Parikh, Spark GHC’s Principal and Co-Founder to explore how his company uses a ‘boots on the ground’ approach to maximize their alternative investments. Learn about the advantages of investing in hospitality and multi-family property development and uncover potential opportunities for involvement (including through a Self-Directed IRA).

Unlocking Private Credit Investing for SDIRAs from a New Perspective

Join Dana Udumulla, Investments Manager, and Brianna Avillo, SDIRA Marketing Manager at Madison Trust, for an insightful webinar on investing in private credit with Self-Directed IRAs. Discover how Madison Trust acts as the bridge between potential investors and private credit opportunities with this powerful investment vehicle.

Account Navigation: Empowering Your Journey Beyond SDIRA Setup

Join Emily Rhinesmith, Madison Trust's Lead Account Navigator, as she guides you through how our Navigation Department assists clients in taking the next steps after account set up. Embarking on your self-directed investing path can be an exciting step, and our goal is to provide you with this resource to support you on this journey.
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Investment Guides

Videos

Frequently Asked Questions

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