How Do I Know If My IRA Is Self-Directed? | Madison Trust

Investing with your retirement funds is nothing new. BUT, investing in alternative assets is an untapped potentially lucrative opportunity for a savvy investor. In this video, you'll learn how to determine if your IRA is truly self-directed. Read our blog to learn more: www.madisontru...
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SCRIPT
In this video, you'll learn how to determine if your IRA is truly self-directed.
With a Self-Directed IRA, you can invest in alternative assets rather than being limited to Wall Street products.
The benefits of a Self-Directed IRA include portfolio diversification, potential for higher returns, and control of your investment decisions, all with tax advantages.
How do you know if your IRA is self-directed? You’ll need to specifically open a Self-Directed IRA with a regulated Self-Directed IRA custodian.
There are a few different types of Self-Directed IRAs to choose from, including Self-Directed Traditional, Roth, SEP, and SIMPLE IRAs.
Self-Directed Traditional IRAs offer tax-deferred growth of your retirement funds.
By contrast, you fund a Self-Directed Roth IRA with after-tax dollars and therefore can benefit from tax-free growth and withdrawals in retirement.
Self-Directed SEP and SIMPLE IRAs are designed for employers, with SEP IRAs catering more to self-employed individuals with no other full-time employees.
Each option has its own benefits and use cases that a financial advisor can help educate you about.
Setting up a Self-Directed IRA at Madison Trust is as easy as 1-2-3.
1. Open your account.
2. Fund the account.
3. Invest in the alternative assets of your choice.
Ready to get started? Call us today! Experience exceptional service for your exciting investment opportunities at Madison Trust.
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