Curating a retirement account is generally considered a lauded endeavor. We at Madison Trust aim to help the multitude reimagine their vision of retirement planning. As a Self-Directed IRA custodian, Madison Trust’s primary ambition is to educate investors, so they feel confident in their self-directing decisions. The result usually equates to self-sufficiency. Aside from presenting a plethora of resources - ranging from live events, informational videos, and blogs – we have an in-house staff that truly embodies our company’s characteristics: compassion, empowerment, care, collaboration, and improvement. Depending on your query, you can call Madison Trust and speak directly with an individual from Account Navigation, Support, Investments Compliance, or Transfers Teams. We’re not only highly knowledgeable on Self-Directed IRAs and asset classes, but eager to assist you on your journey. We’re fortunate to have found the formula for cultivating a company where our employees find joy in guiding our clients towards an enriching retirement.
Furthermore, we pride ourselves on offering transparent, flat-rate fees. There are no asset-based holding fees. Our fees are not conditional to the amount of money in your account. Regardless of how much you’ve earned by investing, our philosophy is that you should not pay more for being successful.
Madison Trust is committed to redefining retirement planning by offering investors the knowledge and tools to gain full control of their financial future. With a personalized approach, flat-rate fees, and access to a wide range of alternative investments, we empower you to create a retirement that truly reflects your goals and values.
I would be amiss if I didn’t share my personal story and how Madison Trust came to be. After my mother passed away, I was left to handle her affairs, including her finances. I assessed what was left for her retirement and realized that her investments had exclusively been placed in stocks and bonds. While I was glad to discover she had invested to some degree, I felt her resources were not properly balanced. In turn, I developed a passion to help investors achieve adequate retirement by means of allocating their savings in all essential buckets.
Self-Directed IRAs (SDIRAs) are undoubtedly innovative vehicles. Through these powerhouse mechanisms, you can access an almost boundless realm of alternative assets . The most sought investments are typically real estate, precious metals, private placements, and crowdfunding or startups, but the limits are few and far between. Investors have also pursued distinctive assets like television productions, cattle, vineyards, and hotels. We hope to teach that investing doesn’t necessarily translate to stocks, bonds, and mutual funds. You can invest in assets that align with your beliefs or areas of expertise and customize your portfolio to resemble you as an individual.
What’s more, the economic landscape has changed tremendously over the last few decades. With technology behaving as a major component in various industries, markets have generally adjusted accordingly. Because of this, many financial professionals agree that designating a portion of your retirement portfolio to alternative investments is beneficial in modern-day. Moreover, since these investments are generally uncorrelated with Wall Street products and market volatility, these assets can help minimize your overall risk remarkably.
An element that makes SDIRAs particularly attractive to prospective investors is the tax advantages your earnings will receive when growing within this environment. Subject to your retirement goals, your gains can develop either tax-deferred with a Self-Directed Traditional IRA or entirely tax-free with a Self-Directed Roth IRA. To experience the latter, all that’s required is for your taxes to be paid upfront. Both accounts harbor their own unique set of benefits; determining which one is right for you is contingent on your retirement targets.
If you’re a go-getter, a researcher, and/or independent, having full autonomy over your retirement savings may be appealing. Though the IRS requires that all accounts are held by a Self-Directed IRA custodian, you as the account holder will be the single decision-maker for your investments. Your custodian will only perform transactions with your instruction. For the upmost liberated, you can opt to upgrade your SDIRA with checkbook control. Transforming your account into a Self-Directed IRA LLC or Self-Directed IRA Trust permits you to perform standard transactions without involving your custodian, indicating that you’ll be investing with all the freedom and flexibility imaginable. Having this as an option proves to be favorable for investors drawn towards assets immersed in repetitive transactions, like real estate.
Holding over 20,000 clients, $4.8 billion in assets under custody, and an A+ rating from the Better Business Bureau, Madison Trust remains a premium Self-Directed IRA custodian. We focus on industry knowledge and rapid response time. We encourage investors to instill faith in themselves by finding comfort in their level of understanding through our shared media and tools. Everyone deserves to retire with the possibility of security. You are no different.
