“How To” Flowcharts

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 Purchase Assets within your IRA
IRA LLC
Real Estate
Note / Loan
Secured Note / Loan
Private Placement
Precious Metals
Minority Ownership LLC

How to Transfer Assets from your former Custodian to Madison Trust
(If moving assets from a Plan Administrator (401k,403b), click here)
IRA LLC
Real Estate
Note / Loan
Secured Note / Loan
Private Placement
Precious Metals
Minority Ownership LLC

How to Transfer Assets from your former Custodian to your IRA LLC (via Madison Trust)
(If moving assets from a Plan Administrator (401k,403b), click here)
Real Estate
Note / Loan
Secured Note / Loan
Private Placement
Precious Metals

side1