As the Investments Manager at Madison Trust Company, Dana Udumulla brings a wealth of experience in the alternative investment industry. With her expertise, Dana has helped numerous clients achieve their investment goals through self-directed IRA accounts. As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, and many more. In her role at Madison Trust Company, she oversees the team that assists clients with their investments while ensuring compliance with IRS regulations. Dana is dedicated to empowering investors to take control of their retirement planning to achieve their financial goals and secure their financial future.
Investment Sponsor Highlight: Tarek El Moussa | Navigating Real Estate Syndications
Join Madison Trust and Tarek El Moussa, TEM Capital's Founder and CEO, along with Abby Calabrese, TEM Capital's COO, to delve into the world of real estate syndications. Explore insights into projects currently offered by TEM Capital, and the various avenues for participation (including through a Self-Directed IRA).
Investment Sponsor Highlight: How Multi-family Investing Can Help Hedge Against Inflation
Madison Trust was joined by Chris Collins, Amity Cash Flow’s Founder and Managing Partner to explore how multifamily investing can potentially offset inflation. Discover the benefits of investing in a multifamily property and possible opportunities for involvement (including through a Self-Directed IRA). Don't miss this focused session, where you can gather valuable insights in just 45 minutes.
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).
Investments Manager @ Madison Trust | Expertise in Compliance and Retirement Account Management
There’s no greater meeting point for aspiring passive investors and sponsors than at the brink of a real estate syndication. With the generally steady increase of the housing market, real estate... [read more]
Investments Manager @ Madison Trust | Expertise in Compliance and Retirement Account Management
If you’ve been dabbling in the investing hemisphere, you may have come across the alternative asset, promissory notes. It’s generally unbeknownst to Investment Sponsors that promissory notes are a tool... [read more]
Featured Videos
Private Credit: The $1.9 Trillion Market Everyone Is Talking About
Navigating Checkbook IRAs: Supercharge Your Retirement
How to Invest in a Promissory Notes with a Self-Directed IRA
What is a Self-Directed IRA Custodian?
3 Things to Consider When Investing in Real Estate with an SDIRA
Supercharge Your Retirement Investing with Self-Directed IRAs
Lending for Retirement Growth: Investing in Promissory Notes with Your SDIRA
What Assets Can You Invest in with a Self-Directed IRA?
Beyond Stocks & Bonds: How You Can Invest in Startups with Tax Advantages
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Corporate Headquarters: Madison Trust Company 401 East 8th Street • Suite 200 Sioux Falls, SD 57103
Mailing Address: Madison Administration Company One Paragon Drive • Suite 275 Montvale, NJ 07645
Hours: Monday - Thursday: 9:00AM - 6:00PM EST Friday: 10:00AM - 4:00PM EST Saturday/Sunday: Closed
