Self-Directed IRA Blog

Welcome to the Madison Trust Self-Directed IRA blog! Here, you will find posts about a wide variety of topics related to Self-Directed IRAs. Whether you're interested in learning about what you can invest in or you need a guide to help set up your account, you can find all the help and information you need right here.

Whether you're looking for information about account maintenance, investing in real estate, or setting up a checkbook IRA, we can help! New posts are always being added, so be sure to check back regularly to stay up-to-date on all of the information you need to know about investing with a Self-Directed IRA.

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If you can't find information on the specific topic you're looking for, don't hesitate to reach out: We place a high value on transparency and clarity here at Madison Trust Company, and you're always welcome to contact us via email, phone, or online chat. Our CISP-trained team members are ready to answer your questions or assist you with setting up your new Self-Directed IRA.

Our dedication to client support is one of the main reasons why so many people rely on Madison Trust, along with our flat fee structure that never includes hidden or unexpected costs. No matter how much your Self-Directed IRA grows, your fees remain the same. Sign up for a Self-Directed IRA today and discover the Madison Trust advantage for yourself!

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2021 Tax Guide to Required Minimum Distributions

In the last year, there have been several rule changes to retirement plans. Many of these changes have been established to provide economic relief for those affected by the coronavirus. To make it easier for taxpayers, the IRS recently published a list of the most relevant ones. Here’s the breakdown: New RMD Age - Owners […]

March 24, 2021

In The News Self-Directed IRA Concepts

Can I Manage a Rental Property in my Self Directed IRA?

Most investors know you can invest in stocks, bonds, and mutual funds with an IRA. What some investors are unaware of is that your IRA funds can also invest in alternative assets outside of Wall Street. The most common alternative asset purchased is real estate, with some of the wealthiest individuals making it an integral […]

December 23, 2020

Real Estate

5 Money Moves for Investors to Make Before Year-End

Let’s face it, this year has been tough both financially and mentally. To end the year on a high note, investors should perform a little portfolio management. Here are five of the best money moves to make before the end of 2020.   Why is maximizing your retirement contributions important?  Type of Retirement Account Contribution Limit 2020 Contribution […]

December 16, 2020

In The News

What Does a Biden Win Mean for Your Retirement?

After an election season like no other, Joe Biden has been voted in as the next President of the United States. Whether or not you’re happy with the results, having a new president leads to many questions. What changes will a new president make to public policy? Should I invest differently based on these changes? How will these changes affect my daily life […]

November 23, 2020

In The News

7 Retirement Planning Mistakes to Avoid during Coronavirus

Covid-19 has caused many disruptions in our lives. You may feel overwhelmed while working from home, checking the stock market, and disinfecting everything in sight. However, despite all of the new changes and unknowns, now is not the time to lose sight of your financial goals.  Here are seven retirement planning mistakes to avoid during Coronavirus: Mistake #1: Not Revisiting your Budget  The […]

November 6, 2020

In The News

How To File Tax Forms for a Self Directed IRA

‍ Investing with a Self Directed IRA comes with several responsibilities. One important task all IRA accountholders must perform is filing tax forms. The good news is that you’re not alone. Madison will be submitting some of the forms, and can help keep you informed with the rest. Below is a break-down of what needs to be reported and how to file tax forms […]

October 28, 2020

How To

How To Invest in Real Estate with a Self-Directed IRA

Real estate is one of the most popular alternative investments. Are you looking to get in on the action? Let's explore how to purchase real estate with a Self-Directed IRA.

October 19, 2020

How To Real Estate

How To Invest in a Startup with a Self Directed IRA

There are millions of startup companies in the world. Many have the high hopes of being the next Facebook, SpaceX, or Airbnb. Unfortunately, most startups are not as successful as these companies. The reality is that most startups do not have enough funds to finance their company. Many founders turn to family and friends, venture capitalists, and angel investors to […]

September 29, 2020

How To

It's a Good Day for a Roth IRA

There are two types of Self Directed IRAs: Traditional and Roth. Both give you the opportunity to buy, sell, or trade assets without incurring a capital gains tax. Being Self Directed, they also both offer the freedom to invest in alternatives (such as real estate) that may provide a more stable revenue stream than the volatile stock market. However, there are […]

September 17, 2020

Self-Directed IRA Concepts

5 Ways to Celebrate National Financial Awareness Day

National Financial Awareness Day is on August 14th. It's a great opportunity to consider how your financial decisions now affect your future retirement and make financial changes for the better.

August 14, 2020

In The News