Open a Self-Directed IRA with a regulated Self-Directed IRA custodian.
Fund your Self-Directed IRA by transferring or rolling over all - or a portion of - your funds from an existing retirement account, such as an IRA or 401(k), or by making an initial contribution.
Instruct your IRA custodian to send your IRA funds by writing a check or sending a wire to your investment.
That’s it! You’re free to invest in alternatives beyond Wall Street. Ready to get started? Reach out, and one of our Self-Directed IRA Specialists will guide you through the account set up process.(800) 721-4900
How long does the setup process take for each Self-Directed IRA?
A Self-Directed IRA account can be opened in 15 minutes. The process takes 1-2 weeks to fund your account and invest in the asset of your choice.
How much does it cost to set up a Self-Directed IRA?
The cost to set up a Self-Directed IRA at Madison Trust is $50, and $100 per quarter to maintain. You can learn more about Self-Directed IRA fees here.
Can I rollover or transfer my existing retirement account to a Self-Directed IRA?
Yes! To fund your new Self-Directed IRA you may transfer from a previous IRA, rollover funds from a qualified retirement account such as a 401(k) or 403(b), or complete an initial contribution.