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 typewriter clacks up Private Public Partnership to indicate the specific offerings of Eagle Point Capital.

Investment Sponsor Spotlight: Eagle Point Capital

We’re highlighting Eagle Point Capital, a Registered Investment Advisor, and their sister company Eagle Point Capital Funds, who has expanded into private placement offerings through their newly created fund. Together their ambition is to invest in public and private companies parallel to their clients. Steered by a deeply rooted passion towards investing, this LLC is powered by a fervent team of Principals with a proficiency in investment observation.
A girl lies on the grass, holding the world in the shape of a heart, promoting Random Acts of Kindness Day.

Random Acts of Kindness Day: Engaging Your SDIRA with Graciousness

At Madison Trust, we strive to be deliberate with our actions and aim to foster a better future for our communities. For this month’s Random Acts of Kindness Day, we hope to inspire you to position humanitarianism into your daily life. Learn how you can administer your Self-Directed IRA to perform goodwill.
2024 is a starting point for retirement planning, indicating that with the increase in 2024 IRS contribution limits, you can increase your savings.

2024 IRA Contribution Limit Updates

The IRS has implemented changes to Self-Directed IRA contributions and benefits that will ultimately affect the 2024 IRA contribution limits. Here's a sneak peek at how these adjustments may affect your retirement savings for this investing year!
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Webinars

Who Can Your IRA Transact with? Prohibited Transactions Explained

Our President and CEO, Daniel Gleich, alongside Will Osborne, Account Executive at Madison Trust, dive into the importance of understanding who your IRA can transact with.
UBB Webinar

Build Wealth with Beer Brewing Technology

In this video, you will learn how to build wealth with Beer Brewing Technology. Wood Alberts and Dana Udumulla discuss the exciting world of beer brewing as a possible pathway to financial success.

Building Wealth with Real Estate & Promissory Notes

In this video, James and Julia Andrus discuss how they created a system that is improving their hometown and surrounding areas. They are a husband-and-wife duo who use investor funds together through Self-Directed IRA custodians like Madison Trust to create wealth for investors, buyers, and their community.

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