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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!

IRS Tax Tips for Retirement Accounts

With tax season in full swing, it is important to take time to understand the tax rules so you can be prepared to file and maximize your potential tax savings. Madison Trust has compiled tax tips from the IRS so you can utilize its tools and lower your tax bill while saving for retirement.
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March 21, 2025

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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Sifting Through Silver IRA Companies: What Makes the Best?

Silver is a coveted precious metal, and so prospective investors may be filtering through various Silver IRA companies. What components should one investigate to find the best one? We’re keen on sharing our revelations.
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March 17, 2025

Top 5 Things Every Self-Directed IRA LLC Owner Should Know About Tax Filing

As a Self-Directed IRA LLC account holder, you are responsible for understanding when taxes are due, filing the correct IRS forms, and reporting the fair market value of your account. Madison Trust’s Self-Directed IRA Specialists are here to answer your questions and support your self-directed investing journey.
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Checkbook Solo 401(k) Setup Process

https://www.youtube.com/watch?v=S9yxoUsxjZ0 In this video, we discuss how you can set up a Checkbook Solo 401(k) with Broad Financial. Broad's Solo 401(k) allows self-employed individuals to invest with total checkbook control, incredible asset choice, and higher contribution limits.
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March 11, 2025

7 Questions for Investing in Private Placements with a Self-Directed IRA, Answered 

Investing in private placements typically comes with equal amount of risk and reward. What exactly should you determine before embarking on such an enterprise? Let’s answer seven burning questions regarding investing in private placements with a Self-Directed IRA.
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March 5, 2025

Altering How We View Student Housing: Rise Select 

Rise Select is reimagining student housing investments by transforming underperforming properties into top-performing assets. Learn about their investor-centric approach, proven execution and track record in delivering strong returns.
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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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Redefining the Dining Experience with Larnaca Corp’s Enjoy™ Platform

Enjoy™ is a web and mobile platform revolutionizing the food and drink industry, with a mission to amplify family-owned and neighborhood establishments. From personalized dining recommendations for mobile application users, to providing valuable analytics to foodservice establishment subscribers, discover how Enjoy™ is reshaping our involvement with dining out.
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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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Speak with an Expert

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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