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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!

Congress Looks to Enact Mandatory Retirement Accounts

Congress is getting their new budget ready. As with every new budget, it provides a time to amend existing laws and enact new ones. Of the new enactments this year, Congress is proposing the implementation of a mandatory retirement account. This legislation would require employers to have retirement accounts set up for their employees and make automatic contributions […]
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September 20, 2021

Congress May Restructure Your Retirement Accounts

President Biden recently presented the Build Back Better Plan. This is a multi-trillion dollar spending proposal that provides a Covid-relief package, an infrastructure and jobs plan, and an investment strategy for childcare and education. Having had a first pass through the House’s Ways and Means Committee, Congress has sent it back with a number of mark-ups. These mark-ups cover a lot of ground, and […]
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September 17, 2021

Employee Spotlight: Daniel Humphrey, Account Executive

Meet Daniel Humphrey, one of Madison’s Account Executives. Daniel is a crucial part of our inbound sales team, who likes interacting with clients and teaching them about how a Self Directed IRA can benefit their retirement portfolio. When he’s not working, Daniel enjoys health and fitness activities.  We asked Daniel a few questions to find out more […]
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September 15, 2021

REITs and Debt – A Surprising Partnership

You do not need debt in your life. It may be convenient at times (like a credit card or home mortgage,) but if you had to, you could get by on a cash basis. Many people have actually chosen to go debt free to avoid the problems associated with debt. A REIT does not have this option. In order to grow […]
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September 13, 2021

The Great Fed Taper – What You Need To Know

The future of any economy, even in the short term, is essentially unpredictable. Events like natural disasters, pandemics, and political upheaval can set financial systems spinning. Governments are cognizant of this and to the best of their ability seek to stabilize their respective economies. Here in the U.S. that responsibility is given to the Federal Reserve. Using the tools on monetary policy, the Fed tries to keep the […]
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September 8, 2021

The IRS Cares About Your MAGI

There are many numbers that are used to measure consumers. Everybody knows about credit scores, tax brackets, and net worth. There is one number, though, that is quite important, yet most people have never heard of it. This number is personal to you and the government utilizes it to determine your eligibility for a number of programs. Get ready to meet MAGI – Modified Adjusted Gross […]
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September 7, 2021

The Investing Power Combo - Pairing a Company 401(k) With a Self-Directed IRA

Balancing a 401(k) and a Self Directed IRA  The basic tenet of successful investing has never changed: thoughtful diversification. It’s impossible to accurately predict which assets or investments will be profitable. However, with thoughtful diversification you don’t need a crystal ball. Financial history has shown that investment spread out over a wide variety of assets will usually deliver a decent return. If you or your advisor can […]
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September 7, 2021

How To Minimize Tax Payments for RMDs

As your Self Directed IRA saves for retirement, you are probably receiving regular statements as to the size of your nest egg. Those statements can provide a nice number, but they may not be accurate. If you have a Traditional retirement account (as opposed to a Roth), then you might be looking at a large tax bill when you start taking Required Minimum Distributions. Why should that be the […]
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September 1, 2021

8 Birthdays that Matter for Retirement

Birthdays can be exciting, especially when you are young. Of course, there is your 1st birthday, 10th birthday (double digits - woohoo!), 13th birthday (let the teenage angst begin), 16th birthday (new driver in town), 18th birthday (let your opinion be heard - vote!), and 21st birthday (margaritas on the beach anyone?).   As you get older, birthdays […]
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August 30, 2021

How to Evaluate a REIT

REITs are a popular investment for Self Directed IRAs. They are usually not accessible from standard brokerage platforms, yet they provide a more structured venue for real estate investing. For investors who want to get into real estate but don’t necessarily want to personally manage a property, a REIT can be the perfect option.   For an introduction to investing in REITs with a Self Directed IRA, please […]
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August 27, 2021
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
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Monday - Thursday: 9:30AM - 5:30PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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