While standard IRAs consist of investments in stocks, bonds, and mutual funds, a Self-Directed IRA is a vehicle to invest in alternative assets with tax-advantaged retirement funds. Typically, these types of alternative investments aren't typically available at IRA brokerages like Fidelity, Vanguard, and Schwab. However, Self-Directed IRA investments can legally be in almost every possible category.
The IRS has only documented what a Self-Directed IRA can't invest in. These investments fall into three categories:
Open a self-directed retirement account with Madison Trust by completing our easy online application.
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 Madison Trust to send your IRA funds by writing a check or sending a wire directly to your investment.
Madison Trust is an industry-leading Self-Directed IRA custodian with a passion for empowering individuals to gain control of their retirement investing. Learn more about our story from our President & CEO, Daniel Gleich.