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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!

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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2021 Tax Tips From The IRS

The IRS has made a big push in recent years to become a more consumer friendly organization. Their website now offers a plethora of practical and easy-to-read articles, and some of the information there can really help tax payers in the long run. If you’re interested in seeing some of the latest developments, you can […]
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February 22, 2021

Can I Manage a Rental Property in my Self Directed IRA?

Most investors know you can invest in stocks, bonds, and mutual funds with an IRA. What some investors are unaware of is that your IRA funds can also invest in alternative assets outside of Wall Street. The most common alternative asset purchased is real estate, with some of the wealthiest individuals making it an integral […]
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December 23, 2020

5 Money Moves for Investors to Make Before Year-End

Let’s face it, this year has been tough both financially and mentally. To end the year on a high note, investors should perform a little portfolio management. Here are five of the best money moves to make before the end of 2020.    Why is maximizing your retirement contributions important?   Type of Retirement Account Contribution Limit 2020 Contribution […]
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December 16, 2020

What Does a Biden Win Mean for Your Retirement?

After an election season like no other, Joe Biden has been voted in as the next President of the United States. Whether or not you’re happy with the results, having a new president leads to many questions. What changes will a new president make to public policy? Should I invest differently based on these changes? How will these changes affect my daily life […]
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November 23, 2020
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