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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!

Demystifying Required Minimum Distributions for Traditional SDIRAs

Required Minimum Distributions (RMDs) are essential for effectively managing Self-Directed Traditional IRAs, as well as other retirement accounts like traditional SEP and SIMPLE IRAs. Understanding the key aspects of RMDs can significantly improve your self-directed investing experience.
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Everything You Need to Know About Fair Market Value 

Fair market value (FMV) plays a critical role in Self-Directed IRA investing. There are a few components you may want to consider when it comes to evaluating its amount. Here’s the lowdown on FMV.
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5 Self-Directed IRA Tax Forms Worth Getting Acquainted With

Find out which Self-Directed IRA tax forms you need to complete. Learn about reporting requirements, deadlines, and how to stay compliant with IRS regulations.
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Understanding the Basics of Inheriting a Self-Directed IRA

Learn about beneficiary options, required minimum distributions, and investment opportunities when inheriting an SDIRA. Speak with a Self-Directed IRA Specialist at Madison Trust to get all your questions answered.
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Can I Rollover My 401(k) to a Self-Directed IRA While Still Employed?

In some instances, it’s possible to roll over your 401(k) to a Self-Directed IRA while still employed. In these circumstances, it’s important to be mindful of limitations. Get a greater understanding in our newest blog entry.
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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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   Who Classifies as a Self-Directed IRA Disqualified Person?

Self-Directed IRA disqualified persons are a lot easier to distinguish than you may perceive. As a common prohibited transaction, understanding what makes a disqualified person is crucial. Here’s a rundown of what individuals and organizations fit the bill.
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Is the 60/40 Portfolio the Best Investment Strategy?

The relevance of the 60/40 portfolio has changed in today’s investment landscape. Financial experts agree that it’s time to revitalize this model with alternative investments. Here’s an evolved take on enhanced retirement portfolio diversification.
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Lending Self-Directed IRA Loans to Family: Is it Possible?

Learn whether Self-Directed IRA loans to family members are feasible. We’ll navigate through the rules, restrictions, and rewards of this unique investment strategy.
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Can a Self-Directed IRA Invest In an S-Corp?

One question we often receive is “can a Self-Directed IRA invest in an S-Corp?” While ERISA does not directly include S-Corporation shares as a prohibited asset for SDIRAs, the law that creates S-Corps does not allow it. Explore the possibility of investing in S-Corps and private businesses with an SDIRA in this blog.
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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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