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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!

5 Mistakes To Avoid When Choosing an Investment Property

A rental property is one of the most popular investments for a Self Directed IRA. However, these kinds of properties come with a unique set of challenges. On the one hand they tend to be a smaller asset and share a lot in common with buying a private home. On the other, they are income producing and investment oriented, and thus have a lot in […]
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July 29, 2021

What Investors Need To Know About Investing In Hedge Funds

About Professor Kevin R. Mirabile, C.P.A, D.P.S.:  Following last week, we are happy to share the second part of our interview with Dr. Kevin R. Mirabile, C.P.A., D.P.S. Dr. Mirabile received his B.S. in Accounting from S.U.N.Y Albany in 1983, M.S. in Banking and Finance from Boston University in 2008, and a doctorate in Finance […]
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July 26, 2021

An Introduction to SPACs

One of the newest assets to hit the investment markets is known as a SPAC, or Special Purpose Acquisition Company. SPACs are generating excitement both amongst regular investors, as well as those using Self Directed IRAs. Let’s take a dive into the world of SPACs and get educated about this unique asset.  SPACs – The Basics  A SPAC […]
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July 23, 2021

What Investors Should Know When Investing in Alternative Assets

This week we’re privileged to share the first part of our interview with Dr. Kevin R. Mirabile, C.P.A, D.P.S.  About Professor Kevin R. Mirabile, C.P.A., D.P.S.: Dr. Mirabile is a Clinical Associate Professor of Finance at Fordham University. Prior to becoming an academic, he held senior executive positions at Morgan Stanley and Barclays Capital in banking, trading, and asset management. Dr. Mirabile is the author of several […]
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Peter Thiel’s Roth IRA Is Erroneously Reported

In a recent report from ProPublica, the Roth IRA activity of Peter Thiel was portrayed as a massive gaming of the system. In short, the government gives various tax incentives to help Americans save for retirement, and Peter Thiel was able to take advantage of that to cheat the country out of well-deserved taxes. The facts themselves are certainly true: Peter Thiel is using […]
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July 1, 2021

Employee Spotlight: Gina Stoddard, Chief of Staff

Meet Gina Stoddard, Madison’s Chief of Staff. Gina joined the team about a year ago and has since been an integral part of developing our company’s culture. If you have worked with Gina, you know you can count on her to get the job done with a smile on her face. We sat down with […]
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The IRS Has Extended 2020 Retirement Account Contributions

The IRS has provided automatic tax deadline extensions to people on a state-by-state basis. This includes the deadline to make 2020 IRA contributions. The good news for you is that you may still have time to open an account and get a deduction for 2020. Find out below if your state qualifies for the extension. […]
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June 3, 2021

Investor Security - Part 1

Sometimes the greatest benefits can also pose the greatest challenges. In a Checkbook IRA, investors have the freedom to pursue the assets that make sense to them. With that freedom, though, comes an increased responsibility to do research. Investors have to look carefully at the proposed investment and see if it truly has the potential to be profitable in the […]
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May 26, 2021

5 Tips How To Reduce Your Tax Bill By Saving For Retirement

Saving for retirement not only creates wealth for your future self, but it can also qualify you for tax breaks today. With the tax deadline extended until May 17, 2021 there is still some time to lower the amount of income tax owed this year. Here’s 5 tips on how to reduce your tax bill […]
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April 21, 2021

2021 Tax Guide to Required Minimum Distributions

In the last year, there have been several rule changes to retirement plans. Many of these changes have been established to provide economic relief for those affected by the coronavirus. To make it easier for taxpayers, the IRS recently published a list of the most relevant ones. Here’s the breakdown:  New RMD Age - Owners […]
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