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When you purchase or transfer assets with your self-directed IRA, it’s important to do so properly. This will insure that the assets retain their proper legal standing. Here are instructions for the most common scenarios.

How to Transfer Assets from your former Plan to Madison Trust
Real Estate
Note / Loan
Secured Note / Loan
Private Placement
Precious Metals

How to Transfer Assets from your former Plan to your IRA LLC (via Madison Trust)
Real Estate
Note / Loan
Secured Note / Loan
Private Placement
Precious Metals

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