Real Estate IRA Basics: Everything You Need to Know

Join us for our upcoming free webinar!

When: Monday, 7/31 at 3:30 PM ET / 12:30 PM PT

Join Daniel Gleich, CEO & President, and Ian Robertson, Senior Account Executive at Madison Trust, as they discuss how to invest in real estate with your Self-Directed IRA.
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Featured Speakers

Daniel Gleich
Daniel Gleich brings to Madison Trust over twenty-five years of entrepreneurial experience. As a hands-on President and CEO, Mr. Gleich is responsible for setting the vision, tone, and culture of our organization. Leveraging his keen financial acumen, entrepreneurial know-how, and creativity, Mr. Gleich is constantly propelling Madison Trust forward and maintaining its position at the forefront of the financial services industry. Additionally, Mr. Gleich is the driving force behind Madison Trust’s amazing “employee-first” culture. Leveraging his extensive training from Disney Institute, Stephen Covey’s 7-Habits, (Taking Flight with) DISC, Kim Scott’s Radical Candor, and Daniel Goleman’s Emotional Intelligence, Mr. Gleich has infused his passion for training into all departments at Madison Trust. As a result, our employees intentionally and consistently display the behaviors that support our culture of caring, collaborating, improving, and empowering. It is Mr. Gleich’s firm belief that happy employees lead to happy clients which lead to happy shareholders (in that order). Mr. Gleich’s vision and hard work has transformed Madison Trust into the industry’s highest-rated custodian.
Ian Robertson
Ian Robertson has been with Madison Trust for the past five years, serving Self-Directed IRA investors all over the country. Throughout his tenure, he has walked thousands of investors through the process of unlocking their funds from more restrictive retirement plans to placing investments that better align with their knowledge and expertise. Ian resides in Upstate New York with his wife and daughter, enjoying the beautiful scenery nearby, and escaping to warmer beaches as often as possible.

Who Is Madison Trust?

Madison Trust an "investor first" Self-Directed IRA custodian. You will get some of the industry's lowest fees and amazing client support as you gain control of your retirement investments.

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Disclaimer: Madison Trust is a passive custodian and therefore, does not give legal, tax, or financial advice. Please consult with your tax advisor before making any investment decisions.

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