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
Double-click to edit button text.

Upcoming Webinar

Unlocking the Power of Checkbook IRAs:

Gain Control of Your Retirement Investing

September 30th, 2023 | 3:00 PM (Eastern)
Double-click to edit button text.

Blogs

Cartoon image taxpayer filing his taxes with financial items displayed such as a clipboard with tax forms, calculator, money, calendar, receipts, glasses, and credit card.

IRS Tax Tips for Retirement Accounts

With tax season in full swing, it is important to take time to understand the tax rules so you can be prepared to file and maximize your potential tax savings. Madison Trust has compiled tax tips from the IRS so you can utilize its tools and lower your tax bill while saving for retirement.
A calculator lies on a tax reading, ‘Tax 2025’ implying that it’s that time of year to start preparing your Self-Directed IRA tax forms.

5 Self-Directed IRA Tax Forms Worth Getting Acquainted With

Find out which Self-Directed IRA tax forms you need to complete. Learn about reporting requirements, deadlines, and how to stay compliant with IRS regulations.
Silver bars lie on papers showing the current stats of silver as an investment, indicating that joining the ranks with one of the best Silver IRA companies can potentially result in a prosperous retirement.

Sifting Through Silver IRA Companies: What Makes the Best?

Silver is a coveted precious metal, and so prospective investors may be filtering through various Silver IRA companies. What components should one investigate to find the best one? We’re keen on sharing our revelations.
1 2 3 107

Webinars

Self-Directed IRA Essentials: Your Custodian’s Role in Your Retirement Journey

Discover how a Self-Directed IRA custodian plays a crucial role in your retirement journey and why Madison Trust stands out as the premier choice. Learn how our streamlined processes and customer-first approach can help you gain full control of your retirement.

From Idle to Investment: Unlocking Opportunities in Brownfield Redevelopment

Madison Trust was joined by Chris Wrenn, Principal & Managing Partner at Trident Strategic Partners and James Strecker, Partner & Managing Director of TridentRE to discuss brownfield redevelopment programs and how they support the revitalization of underused properties. Discover the benefits of investing in these revival efforts and possible opportunities for involvement (including through a Self-Directed IRA). Don’t miss this engaging discussion!

Starting Small, Dreaming Big: Custodial Self Directed IRAs for Children and Teens

Join Ian Robertson, Sales Team Lead, and William Osborne, Senior Account Executive at Madison Trust, to explore how Custodial Self-Directed IRAs can help children and teens start building a strong financial future. Designed to help young investors grow retirement savings early, these accounts offer unique opportunities to save for retirement. Whether you're a parent, grandparent, or mentor, don’t miss this chance to learn how to help young savers!
1 2 3 16

Investment Guides

Videos

Frequently Asked Questions

Exceptional Service. Exciting Opportunities.

©2022 MADISON TRUST COMPANY, INC. ALL RIGHTS RESERVED. PRIVACY POLICY