Madison Trust is a top-rated investment company that offers a variety of self-directed IRA solutions. They have near-perfect reviews on Google Business and the Better Business Bureau.
They specialize in working with startups, fund managers, and investment advisors. They offer asset-based fees and flat-rate fees, a service-based model, and uncompromising support to help their clients grow their wealth.
Self-Directed IRAs
Self-Directed IRAs allow investors to diversify their retirement savings and invest in a wider range of assets than a traditional IRA. These investments may include real estate, private placement securities, precious metals and other commodities, and crypto assets.
While a self-directed IRA is a great way to diversify your portfolio and add a variety of asset classes, you should be aware that these accounts carry more risk than other types of retirement plans. In addition, they may be subject to more stringent rules from the IRS.
To help you make an informed decision, we reviewed a dozen of the top self-directed IRA companies based on key criteria such as investment options, fees, ease of account setup and customer service. Our pick is Equity Trust, whose experience and superior customer service helped it win our award for the best SDIRA provider.
Document Custody
Whether you’re a homeowner or an investor, document custody is a critical part of your investment portfolio. It ensures that your assets remain accessible and secure during the life of your loan.
Madison Trust Company offers this service. It’s part of their commitment to making your investments as easy and hassle-free as possible.
A document custodian is a third-party organization that stores and oversees documents after a mortgage loan has closed. They must adhere to government regulations for the financial institution that issued the loan and have written procedures in place to ensure they meet those requirements.
They have a dedicated team of professionals that work to ensure that your documents remain safe and secure. This helps you to maintain control over your investments while complying with the strict guidelines set by Fannie Mae, Freddie Mac and Ginnie Mae.
Checkbook Control
Checkbook control is a fancy way to say that your IRA account can make investments in real-time without having to go through a custodian. This is a great feature for investors who have investment assets that are transaction-heavy or require real-time funding.
Thankfully, Madison Trust company offers this service to its clients. They offer both an asset-based pricing model and a flat fee, so you can choose the option that best suits your needs.
The company also offers a number of other smart financial services, including an extensive suite of tools and uncompromising support. This is a great choice for any investor looking to mix up their portfolio and increase their wealth. The company is also very transparent about their fees, allowing you to make the best financial decisions for your specific situation.
Gold IRA
Gold IRAs are one of the most popular alternatives for investing in precious metals. These types of IRAs allow people to invest in gold, silver, platinum and palladium coins and bars that meet minimum purity standards.
They offer the option to transfer or roll over existing 401k accounts, or to contribute funds into a new account. They also provide consumer education and guidance on how to open a self-directed IRA and choose an investment asset.
Madison Trust offers a low flat fee and some of the best IRA services in the industry. However, the company isn’t for everyone.
Crowdfunding IRA
A self-directed IRA can be used to invest in equity investment crowdfunding and marketplace lending opportunities on a tax-deferred or exempt basis. With STRATA Trust Company acting as your custodian, investing in these opportunities is surprisingly simple and economical.
Several platforms offer crowdfunding investments ranging from new product development and real estate to motion picture production and more. These types of investments are a great way to diversify your retirement portfolio and earn tax-sheltered income.
Using a self-directed IRA to participate in these offerings is an excellent way to boost your return on investment. But there are a few things to consider.
