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Category: In The News
The financial world is constantly changing. Keep up to date on the current headlines that may affect your financial planning and goals.
National Retirement Security Month: How To Start Actively Preparing for Retirement
There’s no better way to spend National Retirement Security Month than by learning how to plan for retirement! Madison Trust’s Self-Directed IRA professionals can answer all your questions so you can achieve the retirement of your dreams.
Read MoreThe Secret to a Delicious Apple Pie and a Well-Diversified Retirement Portfolio
The best apple pie recipe includes a variety of apples, just as a retirement portfolio should include investments in diverse asset classes. The account needed to achieve a well-diversified portfolio is a Self-Directed IRA.
Read MoreOctober 2022 Tax Deadlines & How To Correct Excess Self-Directed IRA Contributions
The deadline to correct excess Self-Directed IRA contributions or change the tax treatment of your contributions is swiftly approaching! Learn how to correct excess Self-Directed IRA contributions and get back on track for retirement.
Read MoreHow Inflation Affects Your Retirement Account
Rising inflation has caused concern about its impact on retirement savings. Here are some tips to protect your retirement portfolio during economic uncertainty.
Read MoreHow Saving for Retirement Can Lower Your Current Tax Bill
While the tax deadline (April 18, 2022) is swiftly approaching, there is still time to save on your current tax bill. Many are unaware that you can receive tax breaks today by saving for retirement. This may sound like a win-win situation, but before you jump into anything be sure that you assess your retirement […]
Read MoreWhat To Do If Your Self-Directed IRA Falls Victim to a Scam
Nobody wants it to happen. Being the victim of a scam is a lousy feeling, especially if the scam targeted your Self-Directed IRA. However, in the unfortunate event that it happened, what should you do? Is there any way to report the scam? What about recovering the funds that were stolen? There is no one right answer for every situation, but there is a series […]
Read MoreThe 8 Commandments of Protecting Your Self-Directed IRA from Scams
Now that we’ve explored the red flags associated with scams and specific scams that can target a Self-Directed IRA, it’s time to turn to protection. What follows are practical suggestions that can help minimize the chances of you falling victim to a scam. There are never any guarantees in life, but by observing a few simple rules, you should be able to keep your Self-Directed IRA safe. Research the investment When […]
Read MoreAvoiding Scams in a Self-Directed IRA Part 2 – Your Self-Directed IRA Should Watch Out For These Scams
Now that we have discussed educational resources and scam red flags, let’s get specific. There are a number of different kinds of scams that can target a Self-Directed IRA, but they all share the same basic structure. They offer some kind of alternative asset or system that is hard to find elsewhere, they make an extremely enticing claim regarding returns, and often there will be some kind of time-based push to get going. Let’s examine a few of the more […]
Read MoreAvoiding Scams in a Self-Directed IRA Part 1 – Education and Red Flags
Growing your Self-Directed IRA can be challenging even in the best of conditions. You have to evaluate potential investments, manage existing assets, and make sure that all the legal paperwork is maintained. What you don’t want to worry about is immoral scammers who are looking to make a fast score. Unfortunately, this kind of crime is a reality and it’s pervasive enough that investors need to […]
Read MoreThanksgiving and Retirement: Planning and Diversifying
After spending an October filled with Halloween costumes, apple picking, pumpkin carving, and leaves changing colors, it’s time to start preparing for Thanksgiving. Who are you going to share your table with this year? What types of foods will you be preparing? What time will you be serving dinner? These are just a few questions […]
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