Are you ready to build wealth by investing in real estate, private equity, promissory notes, and more? With Madison Trust’s Self Directed IRA, you have the power to invest in your ideas and diversify your portfolio beyond standard assets!

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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.

Video Transcript:
Are you ready to build wealth by investing in real estate, private equity, promissory notes, and more? With Madison Trust’s Self Directed IRA, you have the power to invest in your ideas and diversify your portfolio beyond standard assets!

You can get started investing with a Madison Self Directed IRA in 3 easy steps:

You’ll begin the process by filling out our simple, online application to open your Self Directed IRA.

Once your account is created, Madison Trust will work with you to fund your new Self Directed IRA by transferring, rolling over or contributing funds.

The final, most exciting step in the process is to instruct Madison Trust to send funds to the investment of your choice.

The entire process, from creating the account to the investment being funded, can take as little as 2 weeks from start to finish.

Are you new to self-direction? We’re here for you!

Our dedicated Self Directed IRA Specialists will provide step-by-step guidance from account setup all the way to placing your investment.

It’s time for you to start investing in what you believe in with a Madison Trust Self Directed IRA!…(read more)

LEARN MORE ABOUT: IRA Accounts

TRANSFER IRA TO GOLD: Gold IRA Account

TRANSFER IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA

If you’re looking to take control of your retirement savings and invest in alternative assets such as real estate, private equity, or cryptocurrencies, a self-directed Individual retirement account (IRA) may be the right choice for you. Setting up a self-directed IRA with Madison Trust Company is a straightforward process that allows you the freedom to make your own investment decisions and grow your retirement savings in a tax-advantaged environment.

Here’s a step-by-step guide on how to set up a self-directed IRA with Madison Trust Company:

1. Choose the type of IRA: Before you can open a self-directed IRA, you’ll need to decide whether you want a traditional IRA, Roth IRA, or SEP IRA. Each type of IRA has its own set of rules and eligibility requirements, so be sure to consult with a tax professional to determine which option is best for your individual circumstances.

2. Open an account: Once you’ve decided on the type of IRA that’s right for you, the next step is to open an account with Madison Trust Company. You can do this online or by contacting a representative who can guide you through the process and answer any questions you may have.

3. Fund your account: After your account is open, you’ll need to fund it with a contribution or a rollover from an existing retirement account. Madison Trust Company accepts a wide range of assets, including cash, stocks, bonds, and even certain alternative investments. You can also transfer funds from another IRA or 401(k) into your self-directed account without incurring any tax penalties.

4. Choose your investments: Once your account is funded, you can start investing in the assets of your choice. Madison Trust Company offers a wide range of investment options, from publicly traded securities to alternative assets such as real estate, private placements, and precious metals. You have the freedom to make your own investment decisions and take advantage of unique opportunities that may not be available with traditional IRAs.

5. Stay compliant: It’s important to remember that self-directed IRAs are subject to certain rules and regulations set forth by the IRS. For example, you can’t use your self-directed IRA to invest in certain prohibited assets, such as life insurance or collectibles. Additionally, all income and gains generated within your IRA must be reported on your tax return, even though they are tax-deferred or tax-free.

Setting up a self-directed IRA with Madison Trust Company offers a level of flexibility, control, and diversity of investment options that you won’t find with traditional retirement accounts. With the ability to invest in alternative assets and build a more diverse portfolio, a self-directed IRA can be a powerful tool for growing your retirement savings over the long term.

If you’re interested in learning more about how to set up a self-directed IRA with Madison Trust Company, don’t hesitate to reach out to their team of experienced professionals who can provide personalized guidance and support throughout the process. By taking control of your retirement savings and investing in the assets of your choice, you can position yourself for a more secure financial future.