Unlike traditional IRAs, self-directed IRAs allow you to invest in alternative assets. These include real estate, private equity, precious metals, tax lien certificates and more.
They also offer checkbook control. This gives you more investment flexibility and better management of your portfolio. It’s also easier to react to market fluctuations.
Customer Service
Customer service is a key component of any company’s business model. Luckily, Madison Trust self directed ira has it down pat. Their client support is designed to make your investment interactions easy and hassle free.
For example, their customer service representatives are able to answer your questions via email or phone. They also have a helpful online portal where you can access resources to help you get started with your self-directed IRA.
The customer service team at Madison Trust is on hand to help you make the best choices for your financial future. They’ll walk you through all your options and recommend a plan that will best suit your needs.
The customer service staff at Madison Trust is well-versed in the industry and has a wealth of knowledge about all aspects of SDIRAs. They have a long list of awards for customer service and they are consistently rated among the top self-directed IRA providers in the country.
Investment Options
Madison trust self directed ira offers a wide range of investment options. This includes alternative assets like real estate, private equity, precious metals, and tax lien certificates. These types of investments offer greater diversification and potential for higher returns than traditional IRAs.
Madison trust also allows you to invest in a wider range of traditional stocks and bonds. These investments often give you more leverage than other traditional IRAs, which can help offset market losses.
The company is a relative newcomer in the SDIRA space, but it has made a splash with its low fees and investments. Its flat $15 monthly administration fee works well for investors with large portfolios, including IRA rollover accounts and SEP-IRAs and Solo-401(k)s with larger annual contributions.
The company also goes out of its way to educate clients, offering courses and a broad library of online content. Its proprietary online portal makes account setup and transaction management a breeze, and it offers phone and online customer service.
Fees
If you’re looking for a self directed ira custodian that can provide you with access to a wide variety of alternative investments, consider Madison Trust. They’re one of a few companies that offer a well-priced, service-based model with knowledgeable, friendly associates who can help you navigate the process.
Founded by the leadership behind Broad Financial, the company’s philosophy is that self-directed IRA clients deserve to have access to a high-quality, cost-effective service. They’ve created a team of dedicated specialists who have completed rigorous CISP training to ensure that every client receives the best possible information.
They’ve also crafted a fee structure that is sensible and clear cut. Regardless of the size of your account, you’ll pay a flat-rate fee each quarter that remains consistent.
Investing in alternative assets can be an attractive way to diversify your retirement portfolio and boost returns. However, these investments come with risk and need to be handled carefully. For example, they’re not as liquid as traditional stocks and bonds, and illiquid assets can make it difficult to access money in the event of an emergency.
Compliance
IRAs are tax-advantaged retirement accounts that allow investors to save money and invest in a variety of assets. They can be traditional, Roth, or SEP IRAs.
Each IRA account is managed by a custodian, which may be a bank or trust company. These custodians do not provide investment advice, and it’s up to the investor to perform the necessary due diligence.
Compliance policies and procedures are a critical component of any custodian’s operations. This includes ensuring that all investments are made in accordance with IRS rules and regulations, and that prohibited transactions are not conducted.
For instance, IRAs can’t invest in life insurance or collectibles, and they can’t enter into deals with specific relatives. To learn more about prohibited transactions, check out this IRS page.
Madison Trust Self Directed IRA is a custodian that’s committed to serving its clients by offering an array of services and resources. For example, they offer courses and online content that educate both advisors and investors about self-directed IRAs and alternative investments.