Navigating Promissory Notes with a Self-Directed IRA:
What You Need to Know

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Free Webinar!

When: Wednesday, January 24, 2024 at 2:30 PM ET / 11:30 AM PT

Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in promissory notes with a Self-Directed IRA.
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Featured Speakers

Dana Udumulla
As the Investments Manager at Madison Trust Company, Dana Udumulla brings a wealth of experience in the alternative investment industry. With her expertise, Dana has helped numerous clients achieve their investment goals through Self-Directed IRAs. As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, and many more. In her role at Madison Trust Company, she oversees the team that assists clients with their investments while ensuring compliance with IRS regulations. Dana is dedicated to empowering investors to gain control of their retirement planning to achieve their financial goals and secure their financial future.
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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This content is for educational purposes only.

Disclaimer: All the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Before making investment decisions, please consult the appropriate legal, tax, and investment professionals for advice.

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