What is a Self-Directed IRA?
A Self-Directed IRA is a retirement account held by a custodian that allows you to invest in alternative assets such as real estate, private placements, and more. For more information, please visit our Preferred Custodian Madison Trust Company's Self-Directed IRA page.
Open
You will open a Self-Directed IRA with Madison Trust by completing our easy online application.
Fund
You will fund your Self-Directed IRA by transferring or rolling over funds from an existing retirement account, such as an IRA or 401(k), or by making an initial contribution.
Invest
You will instruct Madison Trust to send your IRA funds by writing a check or sending a wire to your investment. The investment documents you will need are:
• Subscription Agreement
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