Resource Center

Access Madison Trust's library of helpful content to assist you on your Self-Directed IRA journey. Expand your investor knowledge, gain insights, and stay up-to-date with resources from our Self-Directed IRA experts!

Featured Content

The Ultimate Self-Directed IRA Guide

What's in the guide?
  • What is a Self-Directed IRA?
  • How does a Self-Directed IRA work?
  • Self-Directed IRA Benefits
  • Self-Directed IRA Plans
  • Popular Investments
  • How to Set Up a Self-Directed IRA
  • Case Study: Investing in Real Estate with a Self-Directed IRA
  • Frequently Asked Questions
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Upcoming Webinar

Unlocking the Power of Checkbook IRAs:

Gain Control of Your Retirement Investing

September 30th, 2023 | 3:00 PM (Eastern)
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Blogs

A couple embraces one another amid gift giving this holiday season.

Last Minute Gift Idea: Naming a Beneficiary for Potential Generational Wealth

There’s no need to panic or wait in never-ending lines for gifts this holiday season. Give the innovative and fulfilling gift of naming your loved one as your Self-Directed IRA beneficiary. Learn how to make this holiday spectacular by reading our blog!
Row of houses in the Midwest to show investing in residential real estate with a Self-Directed IRA.

Investing in Residential Properties with a Self-Directed Real Estate IRA

Find out which alternative assets are most popular among Self-Directed IRA investors. Learn how you can invest in one of these exciting opportunities with a Broad Financial Self-Directed IRA (SDIRA).
Stacks of gold bullion, indicating that you can invest in precious metals with a Self-Directed Gold IRA.

Investing in Gold with a Self-Directed Gold IRA

A Self-Directed Gold IRA (SDIRA) allows you to invest in gold and other alternative assets for retirement. Learn more by visiting our blog.
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Webinars

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Investment Sponsor Highlight: Exploring Multi-Family Real Estate

Join Paul Poteet (CEO and Founder of Surge Investment Group), hosted by Madison Trust, to learn about multi-family entitlement, development, construction, and possible opportunities for investing (including through a Self-Directed IRA).
Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in private placements with a Self-Directed IRA.

Navigating Private Placements with a Self-Directed IRA: What You Should Know

Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in private placements with a Self-Directed IRA.
Investment Sponsor Highlight: Exploring Private Commercial Real Estate Bridge Lending Thumbnail

Investment Sponsor Highlight: Exploring Private Commercial Real Estate Bridge Lending

Join Madison Trust and Tim Stamps, Copper River Funding’s Chief Operating Officer, and Craig Gaudio, Copper River Funding’s Principal and CEO. Together, they will discuss Private Commercial Real Estate Bridge Lending and possible opportunities for involvement (including through a Self-Directed IRA).
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Investment Guides

Videos

Frequently Asked Questions

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