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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!

How To Complete a Transfer Authorization Form

To transfer IRA funds to your Madison Trust Self Directed IRA, complete a Transfer Authorization Form. View our detailed step-by-step guide so you can start investing quicker and achieve your retirement goals.
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How To Transfer Funds to a Self Directed IRA: Step-by-Step Guide

Transferring to a Self Directed IRA is simple. Explore the difference between an IRA transfer and rollover, if a Medallion Signature Guarantee is needed, and tips for a smooth transfer.
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How To Set Up a Self Directed Roth IRA

What is a Self Directed Roth IRA?  A Self Directed Roth IRA combines two functions. First, it allows investors to place retirement funds in almost any asset. Second, it does so within a Roth framework. That means the money invested comes from post-tax dollars and can now grow tax-free.  Investors generally open a Self Directed […]
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The Self Directed IRA Rollover – A Complete How-To Guide

What Does a Self-Directed IRA Rollover Accomplish? Let’s start with the basics. A Self Directed IRA rollover is the process where funds are transferred from an existing retirement account into a self-directed account. The purpose of the Self Directed IRA rollover is to maintain the tax-advantaged status of the retirement funds. Without the concept of a rollover, […]
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Opening a Self Directed Spousal IRA

A Self Directed Spousal IRA is a standard retirement account that utilizes a unique contribution method. In a regular Self Directed IRA, contributions are made from the account holder’s earned income. In the case of a Self Directed Spousal IRA, the contribution is still earned income, but it is not coming from the account holder. Rather, the contribution is being made by their spouse into the Spousal IRA account. Here we […]
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November 3, 2021

Who Will Inherit Your Self-Directed IRA Funds?

Family dynamics can be stressful. Add money to the mix and it gets even crazier. That’s why when the two come together, being proactive is often your best bet. By taking control of the situation from the get-go, you can get ahead of a lot of the family dissent. Your move to clarity will also be doing a big favor for […]
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October 29, 2021

How To Fund Your Self-Directed IRA

Congratulations! You have decided to open a Self-Directed IRA and begin your journey to a richer retirement. You have already filled out an account application and are ready to start investing in the alternative asset of your choice. The next step is to fund your Self-Directed IRA account, which can be done in a variety of ways. […]
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September 29, 2021
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