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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.

Let Our Self-Directed IRA Specialists Help You Gain Control of Your Investments

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!

Finding a New Job in Retirement - Part 2

Identifying Your Next Job  In Part 1, we discussed how companies are addressing ageism and are becoming more aware of the value of an age diverse workforce. With that in mind, why exactly would an individual want to take advantage of this trend? If retirement is officially the “golden years”, why offset that by going back to […]
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August 25, 2021

Child Tax Credit and Retirement Investing

Can I Use the Child Tax Credit For a Self Directed IRA?  Many Americans received a pleasant surprise last month with a deposit from the new Child Tax Credit. For some it’s a welcome relief to get some bills out of the way. For others, it can be an opportunity to add to a retirement account. If you’re a participant in a […]
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August 18, 2021

Employee Spotlight: John Inglese, Operations Associate

Meet John Inglese, one of Madison Trust’s Operations Associates. John joined the team a little over a year ago and has since been an integral part of the documents team. At the office, John is known as a “jack of all trades”; he is always willing to help anyone when needed and is involved in […]
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5 Mistakes To Avoid When Choosing an Investment Property

A rental property is one of the most popular investments for a Self Directed IRA. However, these kinds of properties come with a unique set of challenges. On the one hand they tend to be a smaller asset and share a lot in common with buying a private home. On the other, they are income producing and investment oriented, and thus have a lot in […]
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July 29, 2021

What Investors Should Know When Investing in Alternative Assets

This week we’re privileged to share the first part of our interview with Dr. Kevin R. Mirabile, C.P.A, D.P.S.  About Professor Kevin R. Mirabile, C.P.A., D.P.S.: Dr. Mirabile is a Clinical Associate Professor of Finance at Fordham University. Prior to becoming an academic, he held senior executive positions at Morgan Stanley and Barclays Capital in banking, trading, and asset management. Dr. Mirabile is the author of several […]
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Employee Spotlight: Gina Stoddard, Chief of Staff

Meet Gina Stoddard, Madison’s Chief of Staff. Gina joined the team about a year ago and has since been an integral part of developing our company’s culture. If you have worked with Gina, you know you can count on her to get the job done with a smile on her face. We sat down with […]
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Investor Security - Part 1

Sometimes the greatest benefits can also pose the greatest challenges. In a Checkbook IRA, investors have the freedom to pursue the assets that make sense to them. With that freedom, though, comes an increased responsibility to do research. Investors have to look carefully at the proposed investment and see if it truly has the potential to be profitable in the […]
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May 26, 2021

5 Tips How To Reduce Your Tax Bill By Saving For Retirement

Saving for retirement not only creates wealth for your future self, but it can also qualify you for tax breaks today. With the tax deadline extended until May 17, 2021 there is still some time to lower the amount of income tax owed this year. Here’s 5 tips on how to reduce your tax bill […]
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April 21, 2021

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 […]
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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 […]
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December 23, 2020
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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