Gain Control of Your Retirement Savings with an IRA LLC

Posted on: August 9, 2022   |   Category: Checkbook IRA

Key Points  Active investments that involve a high volume and frequency of transactions are best suited in an IRA LLC. An IRA LLC provides accountholders superior liability protection and the ability to invest in almost any asset in real-time without transaction fees. The IRA LLC checking account gives the Self Directed IRA LLC accountholder checkbook […]

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How To Complete a Transfer Authorization Form

Posted on: July 29, 2022   |   Categories: Account Maintenance, How To

To transfer IRA funds to your Madison Trust Self Directed IRA, complete a Transfer Authorization Form. View our detailed step-by-step guide so you can start investing quicker and achieve your retirement goals.

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How To Transfer Funds to a Self Directed IRA: Step-by-Step Guide

Posted on: July 26, 2022   |   Categories: Account Maintenance, How To

Transferring to a Self Directed IRA is simple. Explore the difference between an IRA transfer and rollover, if a Medallion Signature Guarantee is needed, and tips for a smooth transfer.

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6 Things You Need to Know Before Investing in Precious Metals with a Gold IRA  

Posted on: June 24, 2022   |   Category: In The News

A Gold IRA (also known as a Precious Metals IRA) is a great way to diversify your portfolio with a tangible asset that can provide security and hedge against the volatile stock market. Consider these six things before investing in precious metals in a Gold IRA.

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Employee Spotlight: Nicole Capurso, Investor Relations Specialist

Posted on: June 3, 2022   |   Category: In The News

Meet Nicole Capurso, Madison Trust’s Investor Relations Specialist! Nicole joined Madison Trust in 2020 and has many admirable qualities that help her succeed in her role. With her attention to detail, strong drive to achieve collective goals, and flawless communication skills, Nicole is able to form positive connections and execute seamless transactions for many Investment […]

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11 FAQs about Self Directed IRA Custodians

Posted on: April 26, 2022   |   Category: In The News

When it comes to planning for your retirement, you want to get it right. It all starts with choosing the right account type and the right company to hold your assets. This can be done through research and by asking the right questions.    Are you looking to diversify your retirement portfolio with alternative assets […]

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How Saving for Retirement Can Lower Your Current Tax Bill  

Posted on: March 30, 2022   |   Category: In The News

While the tax deadline (April 18, 2022) is swiftly approaching, there is still time to save on your current tax bill. Many are unaware that you can receive tax breaks today by saving for retirement. This may sound like a win-win situation, but before you jump into anything be sure that you assess your retirement […]

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How To Set Up a Self Directed Roth IRA

Posted on: March 17, 2022   |   Category: In The News

What is a Self Directed Roth IRA?  A Self Directed Roth IRA combines two functions. First, it allows investors to place retirement funds in almost any asset. Second, it does so within a Roth framework. That means the money invested comes from post-tax dollars and can now grow tax-free.  Investors generally open a Self Directed […]

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The Self Directed IRA Rollover – A Complete How-To Guide

Posted on: January 26, 2022   |   Category: In The News

What Does a Self-Directed IRA Rollover Accomplish? Let’s start with the basics. A Self Directed IRA rollover is the process where funds are transferred from an existing retirement account into a self-directed account. The purpose of the Self Directed IRA rollover is to maintain the tax-advantaged status of the retirement funds. Without the concept of a rollover, […]

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What To Do If Your Self-Directed IRA Falls Victim to a Scam

Posted on: December 27, 2021   |   Category: In The News

Nobody wants it to happen. Being the victim of a scam is a lousy feeling, especially if the scam targeted your Self-Directed IRA. However, in the unfortunate event that it happened, what should you do? Is there any way to report the scam? What about recovering the funds that were stolen? There is no one right answer for every situation, but there is a series […]

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