Your Freedom to Invest in Real Estate Starts Here

The majority of investors hold their IRAs in large brokerage houses, who generally do not accommodate alternative investments and Self-Directed IRAs, due to certain administrative tasks involved and potential losses of commission. Therefore, it is largely assumed that IRAs can only be invested in stocks, bonds, and mutual funds.  

However, Self-Directed IRAs are popular amongst savvy investors looking to diversify their retirement portfolios and gain control of their retirement investing.  

A Madison Trust IRA is a Self-Directed IRA (SDIRA) designed for alternative investments. Unlike a standard IRA, which usually restricts investment options to stocks, bonds, and mutual funds, a Madison Trust IRA allows you to invest in a broader range of investment options including real estate, private loans, precious metals, and beyond. 

No! Fortunately, a Madison Trust IRA is available to anyone who earns taxable income. These accounts are ideal for investors who want a hands-on approach and more control over their investments. Self-Directed IRAs are also helpful for investors with specialized knowledge in a niche market, such as real estate or a private business.

Historically, alternative investments tend to return higher and more stable returns than standard investments. Although alternative assets may have greater risk, there is the potential to receive substantial returns.  

With a standard IRA, returns generally depend on how the stock market is performing, while alternative assets are typically uncorrelated with the stock market’s performance. Adding alternative assets to your retirement portfolio can diversify your portfolio and reduce overall risk.  

Yes! Check out our upcoming and replays of our webinars, read our informational blogs, and explore articles and videos on our Self-Directed IRA resources page.