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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!

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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Employee Spotlight: Dana Udumulla, Investments Manager 

This employee spotlight features Dana Udumulla, Madison Trust’s Investments Manager. She works to provide investment sponsors and clients with a seamless alternative investing experience.
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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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Investment Sponsor Spotlight: Provision Capital 

Provision Capital is a socially responsible, full-service investment fund based in Dallas, Texas. Learn more about investing in alternative assets with a Self-Directed IRA.
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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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Directed Trust? Why You Should Consider One

A Directed Trust offers unique benefits for clients with complex financial situations. In this blog post, financial professionals can learn about the advantages of a Directed Trust and how it can help to achieve their clients' financial goals.
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May 16, 2023

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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A Blog of Brilliance: Diamond Standard  

Madison Trust interviewed Cormac Kinney, Founder & CEO of Diamond Standard Inc. Learn more about investing in this alternative asset with your Self-Directed IRA.
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April 28, 2023

Buying an Airbnb with your Self-Directed IRA

Short-term rentals are increasingly popular with travelers. Investing in one with your SDIRA (Self-Directed IRA) may be a good option. Knowing all the regulations concerning short-term rentals will set you up for success.
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April 18, 2023
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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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