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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!

Why You Can’t Get a Truly Self-Directed IRA at Fidelity 

Not all financial institutions allow for true self-direction. You cannot get all the benefits of a Self-Directed IRA at the big brokerages. Learn how you can invest in alternative assets with a truly Self-Directed IRA at Madison Trust.
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What Can a Self-Directed IRA Invest In?

What is a Self-Directed IRA? A Self-Directed IRA is a retirement account that allows you to invest in alternative assets. The beauty of a Self-Directed IRA is that you can invest in almost any asset!   Are there any Self-Directed IRA investments that are off-limits? The IRS has documented only three types of investments that are […]
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Is Now the Time to Convert to a Roth IRA?

With the stock market down and current low tax rates, now may be the perfect opportunity to do a Roth Conversion as you can enjoy some tax savings. Discover the benefits of Madison Trust’s Self-Directed Roth IRA.
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Self-Directed Roth IRAs and the 5-Year Rule

The Roth IRA is a popular choice for self-directed investors due to the nature of alternative assets. A Self-Directed Roth IRA account allows investors to avoid tax liability on potentially large profits, as well as avoid RMDs in assets where the process may prove administratively challenging. However, there are some regulations unique to the Roth IRA and these apply in self-directed situations as well. One of […]
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5 Common Self Directed IRA Mistakes To Avoid

Let’s admit it, learning how to plan for retirement is a process. It is not a topic that we are taught in school and so we must conduct our own research to educate ourselves. On top of that, since Self Directed IRAs are so unique, as many common brokerages do not even offer them, it takes […]
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IRA Basics – Everything the IRS Wants You to Know

Are you new to retirement investing? Like everything that has to do with finances and the government, it can get complicated. The ideas are new, the account possibilities are seemingly endless, and there’s a ton of new terminology to learn. Don’t worry! By learning a few basic concepts and definitions, you’ll be able to speak intelligently about […]
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September 24, 2021

What is a Self-Directed Retirement Account?

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 Retirement Account? A Self-Directed IRA is like any other retirement account: You contribute funds, choose […]
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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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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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It's a Good Day for a Roth IRA

There are two types of Self Directed IRAs: Traditional and Roth. Both give you the opportunity to buy, sell, or trade assets without incurring a capital gains tax. Being Self Directed, they also both offer the freedom to invest in alternatives (such as real estate) that may provide a more stable revenue stream than the volatile stock market.   However, there are […]
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September 17, 2020
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Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
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