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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!

IRS Tax Tips for Retirement Accounts

With tax season in full swing, it is important to take time to understand the tax rules so you can be prepared to file and maximize your potential tax savings. Madison Trust has compiled tax tips from the IRS so you can utilize its tools and lower your tax bill while saving for retirement.
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March 21, 2025

Top 5 Things Every Self-Directed IRA LLC Owner Should Know About Tax Filing

As a Self-Directed IRA LLC account holder, you are responsible for understanding when taxes are due, filing the correct IRS forms, and reporting the fair market value of your account. Madison Trust’s Self-Directed IRA Specialists are here to answer your questions and support your self-directed investing journey.
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Applying Your Self-Directed IRA to California Wildfire Recovery Efforts

Resiliency is vital in these trying times. To help those in need of funds or residency, you can employ your Self-Directed IRA to California Wildfire recovery. Here’s a few processes to consider.
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February 4, 2025

2025: New Inherited IRA Rules Every Beneficiary Should Know

The IRS has implemented finalized regulations in 2025 regarding Inherited IRAs and required minimum distributions from an Inherited IRA. Prepare for the upcoming year by understanding these changes and how they may affect your estate planning and Self-Directed IRA inheritance.
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Getting Familiar with 2025 Contribution Limits and Super Catch-Up

The IRS is raising the 2025 contribution limits, which could impact your retirement account depending on its type. Get ready for the upcoming year by understanding these changes, including the newly introduced super catch-up contribution.
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January 7, 2025

Give More Than Thanks, Refer a Friend

Giving Season is the perfect time for you to show gratitude and give back. Consider giving your friends and family the gift that keeps on giving, the potential to grow their retirement savings with a Self-Directed IRA (SDIRA). At Madison Trust, for each friend you refer, you will receive $100 when they fund their account.
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November 27, 2024

Does the Presidential Election Affect Your Retirement Account?

During election years, concerns such as cost of living and inflation tend to be front of mind. However, both short- and long-term election effects tend to be trivial. It’s important to speak with a financial professional and maintain your long-term retirement investing strategy.
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November 5, 2024

Exploring the Heartland and Madison Trust’s Headquarters: An Unforgettable Trip to South Dakota

Brianna, Madison Trust’s Marketing Manager, recently embarked on an unforgettable trip to South Dakota, where Madison Trust is headquartered. Follow along her recent road trip highlights including stunning landscapes, historical sites, and memorable animal encounters!
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July 12, 2024

Marinating That Retirement Savings Plan: SDIRAs and BBQs

Both lump charcoal and your retirement savings plan should last indefinitely. Self-Directed IRAs are investment mechanisms tailored for bettering your retirement years, whilst those coals impart a smoky flavor to last onto your favorite grilled items. Self-indulge by potentially prospering in retirement and satiating your hunger.
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July 3, 2024

Celebrating Small Business Month: Investing in a Small Business with a Self-Directed IRA (SDIRA)

Small Business Month is a good time to recognize the role small businesses play in our economy and the potential they hold for investors. Discover the benefits of investing in a private business with a Self-Directed IRA for both investors and small business owners.
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May 6, 2024
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Ready to take the next step towards a richer retirement? Get your questions answered by one of our Self-Directed IRA Experts today!
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Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
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