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.


Small business owners looking at a tablet and smiling in their coffee shop business, to show that May is Small Business Month and that you can invest in a private business with a Self-Directed IRA.

Celebrating Small Business Month: Investing in a Small Business with a Self-Directed IRA (SDIRA)

Small Business Month is a good time to recognize the role small businesses play in our economy and the potential they hold for investors. Discover the benefits of investing in a private business with a Self-Directed IRA for both investors and small business owners.
A calculator with word blocks spelling, ‘Loan’ indicating that one should budget plan to determine if they’re eligible for a loan.

What is a Non-Recourse Loan? In this video, you will learn what a non-recourse loan is and how you can use one to help fund your Self-Directed IRA’s real estate investment.
A prospective investor downloads the innovative Pave Finance AI app.

Investment Sponsor Spotlight: Pave Finance, an AI Based App

Imagine a knowledgeable investment advisor singlehandedly designing your portfolio. Their expertise could possibly render a customized selection of investments likely to exhibit consistent returns. What if artificial intelligence could replace an investment advisor? For this month’s Investment Sponsor Spotlight, technology innovator Pave Finance has entered the limelight to showcase what may soon stir the financial industry.


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

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.

Investment Sponsor Highlight: Exploring Real Estate Credit

Madison Trust was joined by Eugene Poverni, Poverni Sheikh Group’s CEO, and Eduardo Karpat, Poverni Sheikh Group’s Principal and Credit Committee Member. Together, they will explore the unique advantages of real estate private credit and possible opportunities for involvement (including through a Self-Directed IRA).

Insights from the Top: An Exclusive Interview with the CEO of Madison Trust

Join us for an exclusive interview with President & CEO of Madison Trust, Daniel Gleich. He will share the story of how Madison Trust was founded and the company’s vision for the future.

Investment Guides


Frequently Asked Questions

Exceptional Service. Exciting Opportunities.