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June 8, 2023

You, Your Best Friend, and Your Self-Directed IRA: Refer a Friend Program

Key Points

National Best Friend Day is the perfect time for you to recommend a Self-Directed IRA (SDIRA) to your friend(s).

A Self-Directed IRA allows account holders to diversify their portfolio, have stability when the stock market fluctuates, and control their retirement investing.

When you refer a friend to Madison Trust, you will receive $100 when they fund their account!

Supportive. Trustworthy. Fun. Humorous. Honest. These are just a few qualities that can be used to describe a best friend. If you are fortunate to have someone in your life who embodies these qualities, you may want to keep in mind that National Best Friend Day is on June 8.

Two happy friends high fiving because one referred the other to a Self-Directed IRA.

Think about how you can show appreciation to your best friend and give a gift that can last a lifetime. Consider giving your best friend the gift of being able to build wealth and invest in alternative assets such as real estate, precious metals, promissory notes, private businesses, and more in a Self-Directed IRA.

Why are Self-Directed IRAs Not as Well Known?

It may seem that Self-Directed IRAs are a well-guarded secret, known only to the savviest of investors. This is because the majority of Americans hold their IRAs in large brokerage houses that typically allow their account holders to invest their IRAs only in stocks, bonds, and mutual funds. In general, brokerage houses do not accommodate alternative investments due to the administrative tasks involved and their loss in commission. This results in Self-Directed IRAs, their benefits, and alternative investment opportunities being widely unknown.

Four smiling friends sitting at a table, two of them are shaking hands thanking each other for helping them grow their retirement savings by investing in alternative assets with a Self-Directed IRA.

This is where you come in. Madison Trust needs your help to spread the word about self-directed investing! We created our Refer-a-Friend Program so you can easily earn $100 and help your friend(s) grow their retirement savings – that's a win-win!

Advantages of a Self-Directed IRA (SDIRA)

Diversify Your Portfolio

You have the opportunity to invest your retirement funds in assets inaccessible to standard IRAs such as real estate, promissory notes, private businesses, precious metals, and more.

Briefcase icon surrounded by a circle with smaller circles pointing out from it to signify the advantage of diversifying your portfolio with a Self-Directed IRA.

Stable Returns

You can hedge against the volatile stock market and invest in assets that have a steadier and more reliable revenue stream.

Control of Investments

You instruct Madison Trust to invest your IRA funds directly in the asset of your choice. Account holders typically invest in a variety of assets that they are familiar with.

Hand icon holding a pie chart to show the advantage of control over your investments in a Self-Directed IRA.

Who can I Refer a Self-Directed IRA (SDIRA) to?

Since Self-Directed IRAs are not as well known, there is no shortage of referral opportunities.

Who To Refer To a Self-Directed IRA Infographic. Consider referring a Self-Directed IRA (SDIRA) to: (1)
Your friend who is currently only investing in standard assets (stocks, bonds, and mutual funds) and is looking to further diversify their portfolio. (2) Your coworker who invests in real estate, precious metals, or another alternative asset but is unaware that they can do so with their retirement funds and receive tax advantages. (3) Your family member looking to gain stable returns to balance out the stock market’s volatility. (4) Anyone ready to grow their retirement savings with investments they know and believe in.

With Madison Trust’s Refer-a-Friend Program, you get rewarded for every referral.*

*Please note, this program is only offered to existing clients of Madison Trust; it does not apply to Investment Sponsors or clients who open a second account.

How To Refer a Friend - Madison Trust Refer-a-Friend Program

The referral process at Madison Trust consists of four simple steps.
(1) Tell your friend about your success investing with your Madison Trust Self-Directed IRA.
(2) Next, fill out the form on our website at https://www.madisontrust.com/referral-program.
(3) Then, we will follow up with your friend and CC you via email with a referral code.
(4) Once your friend funds their account, you will receive $100!

Why Madison Trust?

Icon of a friendly and knowledgeable client support team member on the phone and computer, answering questions.

Incredible Client Support

Our purpose is to enable our clients to achieve a richer retirement and provide a pleasant journey getting there. The first step in that journey is unparalleled customer service. When you call Madison Trust, you’ll always be able to speak with a live and knowledgeable representative.

Industry Knowledge

Madison Trust Specialists complete rigorous CISP training and have a deep understanding of a variety of alternative asset classes.

Easy Account Set Up

It is three easy steps to start investing with a Self-Directed IRA: (1) Open (2) Fund (3) Invest.

Straightforward Fees

Amongst the lowest in the industry, our flat rates help ensure the profitability of your investments.

Conclusion: Let's Tie It All Up

This year for National Best Friend’s Day, let’s give your friends the gift that keeps on giving – a Self-Directed IRA. If you are lucky enough to be in retirement with your best friend, you may both be grateful that you invested beyond Wall Street and can retire richer together.

A group of friends holding each other's shoulders on a mountain peak overlooking a river and mountains in the distance, celebrating their accomplishment and their friendship.

Refer a Friend

Disclaimer: All of the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax, or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement, or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.