IRA Trust Basics | Madison Trust

If you're an investor who prefers the freedom to make everyday transaction without going through your custodian, a Checkbook IRA might be right for you. An IRA Trust is a type of Checkbook IRA that gives you the power of checkbook control so you can invest in alternative assets in real-time. To learn more about investing with an IRA Trust, read our blog: www.madisontru...
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SCRIPT
In today’s video, you'll learn about the IRA Trust, a type of Checkbook IRA.
Are you in search of a way to gain control of your retirement investing? If so, an IRA Trust is worth exploring. It’s essentially an upgraded IRA that allows for self-directed investing with checkbook control.
With an IRA Trust, you can invest in alternative assets in real-time. You won’t have to stick to stocks, bonds, and mutual funds. You can diversify your retirement portfolio with real estate, precious metals, private placements, or any other investments you’re knowledgeable or passionate about. The sky’s the limit with an IRA Trust.
Compared to an IRA LLC, the other type of Checkbook IRA, an IRA Trust is faster and less expensive to set up. Plus there are no state reporting requirements so you can invest in complete confidentiality. To sum everything up, an IRA Trust allows you to:
Diversify Your Retirement Portfolio
Why put all your eggs in one basket when you don’t have to? With an IRA Trust, you can diversify your retirement portfolio with alternative assets.
Gain Control of Your Retirement Investing
With checkbook control, you can perform your everyday investment transactions in real-time without the need for your custodian. Simply identify an asset and write a check or send a wire to place your investment.
Maintain More Privacy
Unlike an IRA LLC, you are not required to file Articles of Organization for your trust. This means you can enjoy confidential investing.
Save on Fees
With the power of checkbook control and being able to avoid everyday transaction fees, you have more money in your pocket to invest. Additionally, with an IRA Trust you do not incur annual LLC state fees. By working with Madison Trust, you also avoid asset-based holding fees, as our fees are flat-rate. You don't have to pay more for being successful!
Are you interested in learning more about an IRA Trust? Our dedicated Self-Directed IRA Specialists are here to answer any questions that you may have. Call us today!
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