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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!

Sweet Retirement:  A Flavorful Lesson from Ice Cream Sundaes and Self-Directed IRAs 

Consider diversifying your retirement portfolio, just like you would an ice cream sundae. Learn more about investing in alternative assets with a Self-Directed IRA at Madison Trust.
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Seeing Self-Directed IRA Loan Rules from All Angles

Self-Directed IRA loan rules depend on whether you’re looking to borrow money, finance an investment, or serve as a private lender using your IRA. Let Madison Trust explain the basics of Self-Directed IRA loan rules.
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Six Types of Self-Directed IRA Distributions

Read about the six types of Self-Directed IRA distributions on Madison Trust's Distribution Request form.
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What Is a 990-T Form, and What Is its Purpose?

All about Form 990-T for exempt organization business income tax returns
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Self-Directed Traditional IRA vs. Self-Directed Roth IRA: Fundamental Differences

The fundamental difference between a Traditional IRA and Roth IRA is the timing of when you will receive tax advantages. Madison Trust’s Self-Directed IRA Specialists are here to help you understand the rules and advantages for both types of accounts.
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The Quick Guide to Funding a Self-Directed IRA with Your 401(k)

Learn how to fund a Self-Directed IRA from an existing 401(k). Want even more information? Download Madison Trust’s complete Self-Directed IRA rollover guide.
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How To Convert a Traditional IRA to a Self-Directed IRA

If you already have a Traditional IRA set up, it is possible to switch to a Self-Directed IRA and gain control of your retirement investments. Learn more from the Self-Directed IRA Specialists at Madison Trust!
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Can You Take Money Out of a Self-Directed IRA?

Learn about the Self-Directed IRA distribution rules and potential exceptions for early withdrawals.
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Can Anyone Open a Self-Directed IRA?

Get the answers to frequently asked Self-Directed IRA questions, starting with, “Can anyone open a Self-Directed IRA?”
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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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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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