Where Can I get a Self-Directed IRA? The One Stop SDIRA Shop

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  • Опубликовано: 9 апр 2024
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    Disclaimer: All of the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
    SCRIPT
    In this video, you’ll learn the fundamentals of Self-Directed IRAs, including where you can open one.
    Self-Directed IRAs grant investors the chance to cultivate their retirement savings around alternative assets that align with their interest. By combining two significant financial ventures - investing and retirement preparation - it creates a powerful forcefield aimed at defending your future. Let’s peruse through the aisles of the Self-Directed IRA Shop:
    What Items Can Go in My Cart?
    With a Self-Directed IRA, you can access tangible assets such as real estate and precious metals, but you can also invest in private placements, promissory notes, small businesses, and more. You can personalize your investment by even choosing something connected to a passion such as a vineyard, copyrights to an artistic work, a theatrical production, music royalties, and beyond.
    Selecting an Account Style
    After deciding on an alternative asset, determine how your account will develop. Though a Self-Directed IRA is a tax-advantaged vehicle in all models, each one does so in a different manner. Consider picking any of the following, depending on your goals: Self-Directed Traditional IRA, Self-Directed Roth IRA, Self-Directed SEP, Self-Directed SIMPLE IRA, or an IRA LLC. Consider conversing with a Self-Directed IRA Specialist to learn about each type so you can decide which type is right for you.
    Ready for the Self-Directed IRA Checkout Lane
    Arguably, the most pertinent decision you’ll make is where you open your Self-Directed IRA. All IRAs must be held by a custodian like a bank or authorized trust company. With a Self-Directed IRA, you need to open an account with a custodian who specializes in Self-Directed IRAs. Consider performing your own due diligence on all prospective organizations, as you will want your custodian to deliver:
    Extensive Knowledge: Be it on asset classes, IRS codes, prohibited transactions, and more. You should be able to gauge their expertise by simply asking questions.
    Fast Response Time: You should receive a response to your questions and requests promptly.
    Extraordinary Customer Service: Specialists should be readily available to take your call and assist you in your self-directed investment journey.
    Once you’re committed to self-directing, we are here to walk you through the easy process of opening a Self-Directed IRA. We strive to provide outstanding customer care that we are proud to stand behind. Experience exceptional service for your exciting investment opportunities at Madison Trust!
    (800) 323-9203   
    questions@madisontrust.com   
    Madisontrust.com    
    Exceptional Service. Exciting Opportunities.

Комментарии • 2

  • @erikbrown8688
    @erikbrown8688 2 месяца назад

    Can I add a llc to my fidelity Roth IRA

    • @madisontrustcompany
      @madisontrustcompany  2 месяца назад

      Hi Erik! While an LLC is an allowable holding within an IRA, Fidelity and many other traditional brokerage firms do not hold these types of assets for several reasons, primarily because it does not align with their revenue models. For this reason, we act as a custodian that accommodates alternative assets for IRAs, meeting a growing need in the market.
      To discuss further with an IRA Specialist, schedule a call here: www.madisontrust.com/schedule-a-call/?+comment