MENU
Category: Account Maintenance
As a Self Directed IRA accountholder, you are responsible for understanding the rules that govern these types of accounts. Find out a few tips and tricks to keep your retirement account running smoothly.
How To Complete a Transfer Authorization Form
To transfer IRA funds to your Madison Trust Self Directed IRA, complete a Transfer Authorization Form. View our detailed step-by-step guide so you can start investing quicker and achieve your retirement goals.
Read MoreHow To Transfer Funds to a Self Directed IRA: Step-by-Step Guide
Transferring to a Self Directed IRA is simple. Explore the difference between an IRA transfer and rollover, if a Medallion Signature Guarantee is needed, and tips for a smooth transfer.
Read MoreHow To Set Up a Self Directed Roth IRA
What is a Self Directed Roth IRA? A Self Directed Roth IRA combines two functions. First, it allows investors to place retirement funds in almost any asset. Second, it does so within a Roth framework. That means the money invested comes from post-tax dollars and can now grow tax-free. Investors generally open a Self Directed […]
Read MoreThe Self Directed IRA Rollover – A Complete How-To Guide
What Does a Self-Directed IRA Rollover Accomplish? Let’s start with the basics. A Self Directed IRA rollover is the process where funds are transferred from an existing retirement account into a self-directed account. The purpose of the Self Directed IRA rollover is to maintain the tax-advantaged status of the retirement funds. Without the concept of a rollover, […]
Read MoreOpening a Self Directed Spousal IRA
A Self Directed Spousal IRA is a standard retirement account that utilizes a unique contribution method. In a regular Self Directed IRA, contributions are made from the account holder’s earned income. In the case of a Self Directed Spousal IRA, the contribution is still earned income, but it is not coming from the account holder. Rather, the contribution is being made by their spouse into the Spousal IRA account. Here we […]
Read MoreWho Will Inherit Your Self-Directed IRA Funds?
Family dynamics can be stressful. Add money to the mix and it gets even crazier. That’s why when the two come together, being proactive is often your best bet. By taking control of the situation from the get-go, you can get ahead of a lot of the family dissent. Your move to clarity will also be doing a big favor for […]
Read MoreHow To Fund Your Self Directed IRA
Congratulations! You have selected to open a Self Directed IRA and begin your journey to a richer retirement. You have already filled out an account application and are ready to start investing in the alternative asset of your choice. The next step is to fund your Self Directed IRA account, which can be done in a variety of ways. […]
Read More