Finding a New Job in Retirement – Part 1

Posted on: August 23, 2021   |   Category: In The News

How the Workplace is Changing  Retirement has always been considered the big vacation. Workers have put in their time, saved a little for later years, and are now ready to sit back and relax. However, a number of factors are presently emerging that turn that idea on its head. Let’s take a look at why Americans may be staying in the work place […]

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Investing In a Private Placement With a Self Directed IRA

Posted on: August 20, 2021   |   Category: In The News

One of the distinct advantages of a Self Directed IRA is its ability to invest in non-market offerings. Wall Street is limited to companies of a certain size and revenue, and does not allow for smaller (yet equally profitable) ventures. One of the most popular alternative investments is the private placement. Here we will discuss how a private placement works, which private placements are the most popular, and […]

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Child Tax Credit and Retirement Investing

Posted on: August 18, 2021   |   Category: In The News

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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7 Fun and Interesting Retirement Facts

Posted on: August 16, 2021   |   Category: In The News

As you invest with a Self Directed IRA, you might be wondering about the rest of America. Are your fellow citizens also engaging in retirement planning, and if so, what are they thinking? Will their retirement plans cover the costs? Do they want pets in the golden years? And why exactly is Florida so popular? These facts may not affect your Self Directed IRA strategy, but they’re definitely good for […]

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5 Tips to Get the Most Out of Financial Awareness Day

Posted on: August 13, 2021   |   Category: In The News

Every year on August 14th, we celebrate National Financial Awareness Day. This holiday serves as a reminder to brush up on your finances and work towards achieving financial stability. The financial world is constantly changing, so it’s important to make sure you are aware of any news and change any habits that may affect your […]

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What is a Self-Directed IRA? (Video)

Posted on: August 12, 2021   |   Category: Videos

In today’s video, Emily Egan, Client Support Specialist at Madison Trust Company, teaches us all about the basics of the Self-Directed IRA and how you can use it as a tool to invest in your retirement! What is a self-directed IRA? A Self-Directed IRA is like any other retirement account. You contribute funds, choose assets, […]

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Can a Commercial Property be Converted into a Multifamily?

Posted on: August 11, 2021   |   Category: Real Estate

One of the most intuitive investments for a Self Directed IRA is a small multifamily property. The smaller size makes it affordable, the 3-4 units provide a nice amount of rental income, and generally the property requires little more than standard landlord management. However, these kinds of properties are not always so easy to find. What may be available is a vacant commercial property. Would that work […]

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Investing in Life Sciences Real Estate With a Self Directed IRA

Posted on: August 9, 2021   |   Category: Real Estate

As you explore investing your Self Directed IRA in real estate, you will see the same kind of assets pop up again and again. These include rental units, rehabs, and small commercial properties. However, real estate is in no way limited to these types. There is great variety in the real estate world, and with some careful asset planning, you can invest […]

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Investing in a REIT with a Self Directed IRA

Posted on: August 6, 2021   |   Category: Real Estate

What is a REIT?  A REIT – Real Estate Investment Trust – is simply a company that invests in real estate. It appeals to investors who like real estate as an asset, but don’t want to get involved with the actual purchase or management. The REIT handles all the technical and administrative details, while the investor supplies funding. REITs come […]

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Employee Spotlight: John Inglese, Operations Associate

Posted on: August 5, 2021   |   Category: In The News

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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