Why Madison Trust?
As Heard From Our Clients
Madison Trust has been a welcome relief from our two previous custodians. Private placements can be challenging, yet they have done a great job in making our transition and new investments a smooth ride. They know their business and they do a great job in supporting us as clients.
John M.
I just want to write about the great service that I have received for my Self-Directed IRA. Not only did I get great service, but I recommended their services to five of my friends. They are very easy to work with, highly professional, catch any of your mistakes on form submissions, and contact you promptly.
Taric H.
I needed quite a lot of assistance with my new account with Madison Trust. Emily E. was there for me every step of the way. Always readily available, quick to follow up, clear with instructions, super professional, knowledgeable, and friendly. She is truly an asset to Madison Trust.
Elise M.
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Disclaimer: All of the information contained in our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relied as, legal, tax, investment advice, statements, opinions or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
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You Have Questions? We Have Answers!
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IRA with Checkbook Control?
IRA with Checkbook Control?
IRA with Checkbook Control?
- What You Want – Real Estate, private lending, non-publicly traded funds, crypto, and much more!
- When You Want – Without having to contact us, your custodian, for everyday transactions — thus saving you time and money!
- Open – Complete our easy online application.
- Fund – Transfer or Rollover funds from an existing IRA or 401k.
- Create – We establish a new LLC or Trust for your IRA — which will serve as your IRA's self-directed investing platform.
- Invest – Begin placing investments by simply writing a check or sending a wire.
Real Estate IRA
Do's and Don'ts
Non-Recourse Financing
Tax Liens & Deeds
Land
Fix & Flip
Airbnb & Vrbo
Incredible Client Support
Our knowledgeable and friendly CISP-trained staff in New Jersey and South Dakota provide incredible client support. You'll be impressed!
Low Fees
Our fees are among the lowest in the industry — and are set at a fixed rate regardless of the value of your account.
with Checkbook Control Fees
Experience
Madison Trust has been a regulated trust company and industry leader since 2014. We have 20,000+ happy clients across all 50 states — which is reflected in our 2,000+ 5-star reviews.
Now, seriously, please set up a call with us so we can impress you!
You Have Questions? We Have Answers!
You Have Questions? We Have Answers!
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Non-Recourse Loan
There's always more real estate to buy than there is cash on hand. That's why most savvy real estate investors use leverage to grow their portfolio.
At Madison Trust, our Self-Directed IRA features an optional Non-Recourse Loan.
If you are interested in obtaining a non-recourse loan, schedule a call with one of our Account Specialists and they'll connect you with our preferred 5-star non-recourse lender.
It's easier than you might think!
There's always more real estate to buy than there is cash on hand. That's why most savvy real estate investors use leverage to grow their portfolio.
At Madison Trust, our Self-Directed IRA features an optional Non-Recourse Loan.
If you are interested in obtaining a non-recourse loan, schedule a call with one of our Account Specialists and they'll connect you with our preferred 5-star non-recourse lender.
It's easier than you might think!
Madison Trust's Top-Rated
Purchasing Real Estate in your IRA
has never been easier!
- Incredible Client Support
- Simple Account Setup
- Optional Non-Recourse Loan
Self-Directed IRA
with Checkbook Control
Madison Trust's Top-Rated
Purchasing Real Estate in
your IRA has never been easier!
- Incredible Client Support
- Simple Account Setup
- Optional Non-Recourse Loan
Self-Directed IRA
with Checkbook Control
How To Set Up a Self-Directed IRA with Checkbook Control
2
Fund
We assist you in transferring or rolling over all — or a portion of — your existing IRA, 401k, or other retirement account. or you can make an initial contribution.
3
Create
We establish a new LLC or Trust for your IRA — which will serve as your IRA's Self-Directed investing platform. We appoint you as its manager or trustee, authorized to make all investment decisions. At your direction, we will fund your IRA LLC or Trust at the bank of your choosing.
1
Open
You complete our easy
online application.
4
Invest
You can begin placing investments by simply writing a check or sending a wire.
1
Open
You complete our easy
online application.
2
3
The Power of Madison Trust
4.0 Stars
700 Reviews
4.0 Stars
100 Reviews
4.0 Stars
100 Reviews
4.0 Stars
700 Reviews
4.0 Stars, 700 Reviews
4.0 Stars, 100 Reviews
4.0 Stars, 700 Reviews
4.0 Stars, 700 Reviews
1,500+
5-Star Testimonials
15,000+
Clients
A+
BBB Rating
Assets Under Custody
$3B+
15,000+
Clients
1,500+
5-Star Testimonials
A+
BBB Rating
Assets Under Custody
$3B+