Blog

How To Celebrate National Retirement Security Month

Posted on: October 22, 2021   |   Category: In The News

According to PwC’s Retirement in America Report, 1 in 4 Americans have no retirement savings at all. Of those who are saving for retirement, only 36% feel like their retirement planning is on track. The median savings is estimated to be $120,000 for those approaching retirement (ages 55 to 64), which provides less than $1,000 per month […]

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Big Real Estate Deals for Self Directed IRAs

Posted on: October 20, 2021   |   Category: Real Estate

A Self Directed IRA allows you to think outside the box. No longer confined to the world of stocks and mutual funds, you can start brainstorming new and potentially better assets. Normally, the first go-to asset is real estate. This is because a Self Directed IRA is naturally optimized for buying a property. It has enough of a reserve to make it financially feasible, and the […]

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What Holds Investors Back From Investing in Real Estate

Posted on: October 18, 2021   |   Category: Real Estate

Every few years an event occurs which causes investors to reconsider where they put their investment dollars. A stock market crash can do it, but so can a stock market boom. If an investor feels that their funds may be tied up in a bubble, it’s understandable that they would start looking at alternatives. The most classic asset class to consider after Wall […]

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Employee Spotlight: Brianna Avillo, Marketing Team Lead

Posted on: October 15, 2021   |   Category: Get To Know Madison Trust

Meet Brianna Avillo, Madison’s Marketing Team Lead! Brianna joined the team this year, but has made a huge impact in such a short amount of time. With her uplifting and encouraging attitude, she provides purpose, direction, and motivation to her team. She always has a smile on her face and is ready to take on any task that […]

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How To Invest in a Foreign Property with a Self Directed IRA – Part 3

Posted on: October 13, 2021   |   Categories: How To, Real Estate

Which countries are amenable to retirement investing?  Many have their Self Directed IRA explore international property because they want a new home after they retire. If that’s the case for you, then it pays to research beforehand the countries that may be your best destination. When you look into these countries, you actually have to pay attention to two very different aspects.  Investing potential – How easy will it be for your Self Directed IRA to […]

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How To Invest in a Foreign Property with a Self-Directed IRA – Part 2

Posted on: October 11, 2021   |   Categories: How To, Real Estate

Caution tips for small investors  In Part 1 of this series we discussed two important questions:  Why is a Self-Directed IRA is a good fit for foreign real estate investing?  What kind of Self-Directed IRA makes these investments possible?  In this installment, we’ll focus on caution points in the foreign real estate arena. If you’re looking to invest in an international property with a Self-Directed IRA, chances are this may be your first time […]

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How To Invest in a Foreign Property with a Self-Directed IRA – Part 1

Posted on: October 8, 2021   |   Categories: How To, Real Estate

Why do investors choose international assets? Why do Self Directed IRA custodians not hold foreign properties?   Thinking about international property  One of the key advantages of utilizing a Self Directed IRA is the ability to diversify better. In a classic IRA, the account holder can diversify within the asset class of market products (e.g. mutual funds.) With a Self Directed IRA, the […]

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What Investors Should Know about the Current State of the Economy

Posted on: October 6, 2021   |   Category: In The News

This week we are fortunate to share our interview with Mr. Kevin Kliesen, a business economist and Bank Officer in the Research Division at the Federal Reserve of St. Louis.    Mr. Kliesen holds an M.A. in Economics from Colorado State University and joined the bank in 1988. In his position as a business economist, […]

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Disaster Preparedness in a Self-Directed IRA

Posted on: October 4, 2021   |   Category: In The News

The IRS has declared September to be National Preparedness Month. The timing certainly seems to be right. Extreme weather events have been battering the U.S. and many people find their properties severely damaged. This is obviously a huge headache for homeowners and tenants as they have to scramble to find temporary lodging. However, it can also mean big trouble for properties owned by a Self […]

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Can You Trust Your Financial Advisor?

Posted on: October 1, 2021   |   Category: In The News

Any service provider requires a certain level of trust. You want to know that your car mechanic is honest, your doctor is interested in your best welfare, and your teachers are knowledgeable. This is especially true for financial advisors. These professionals are instructing you as to the best way to invest and grow your retirement funds. Not only is it […]

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