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
Blogs
Investing in hotels with a Self-Directed Real Estate IRA can make your hospitality dreams come alive. Learn all the varying approaches you can take to apply your retirement savings into the travel, tourism, and/or service industry.
Opening a Self-Directed IRA in Idaho can potentially lead to a prosperous retirement. Let the SDIRA Specialists at Madison Trust help you get set up today.
Learn whether Self-Directed IRA loans to family members are feasible. We’ll navigate through the rules, restrictions, and rewards of this unique investment strategy.
Webinars
Your Guide to Real Estate Investing with a Checkbook IRA
Join Madison Trust’s Account Executives, Will Osborne and Ryan Connelly, to discover how a Checkbook IRA can offer enhanced control over real estate investments in this informative live event. Whether you're new to alternative investing or looking to expand your retirement investing strategy, this session will help you navigate managing real estate investments with a Checkbook IRA.
Investment Sponsor Highlight: Building SDIRA Investment Opportunities with Albert Bernal, Gerald Hammer, Anthony Bernal
Madison Trust was joined by Anthony Bernal, Partner at Western Spire, for an informative session on mixed-use development. This session will provide insights into the growing demand for such developments, as well as an overview of their project's location, retail potential, and beyond.Gain valuable knowledge about the real estate development landscape and how potential involvement, including through the use of a Self-Directed IRA, may be explored!
Dispelling Myths: A Guide to UBIT and UDFI
Join Dana Udumulla, Investments Manager, and Brianna Avillo, Marketing Manager at Madison Trust, for an insightful session on breaking down the intricacies of UBIT (Unrelated Business Income Tax) and UDFI (Unrelated Debt-Financed Income). In this session, you'll gain an understanding of how these taxes could impact Self-Directed IRAs.
Frequently Asked Questions
