Madison Trust Company

In Volume 2 of our video series, we’re diving deeper into the key questions to ask before opening a Self-Directed IRA. From funding timelines to choosing the right account type, we’re here to help guide you through all the details that come with opening a Self-Directed IRA. https://lnkd.in/e-AJ9dvV #SelfDirectedIRA #InvestingQuestions #SDIRA

Gain control of your real estate investments with a Checkbook IRA! This powerful tool allows you to invest in and manage the everyday transactions of properties without the potential delays of a middleman. Learn about investing in real estate with the power of checkbook control in our blog: https://lnkd.in/eeZk8nB3 #CheckbookIRA #CheckbookControl #RealEstate 

Today is the day! Join us at 1:30 PM ET for an exclusive live event featuring E. Brian Finkelstein, Chairman of Madison Trust and a financial industry leader with over 30 years of experience. Mr. Finkelstein has held prominent roles, including President and CEO of Helix Financial Systems (a Cantor Fitzgerald subsidiary) and Managing Director of Global Finance Operations at UBS, where he built one of Wall Street’s strongest financing operations. Register today: https://lnkd.in/eT8GXaq6 #MadisonTrust #FreeLiveEvent #Webinar #ExclusiveInterview

Curious how a Self-Directed IRA can transform your retirement strategy? This case study highlights how our client, Marc Centrella, diversified his portfolio by investing in private placements—his choice of alternative asset—and successfully generated a 190% IRR and 7.7x MOIC over a 26-month hold period, far exceeding his expectations. See how Madison Trust helped make his retirement dreams a reality in our recent blog: https://lnkd.in/ehBcVkmP #MadisonTrust #SelfDirectedIRA #PrivatePlacements #Retirement

Today at 2:00PM ET, Madison Trust will be joined by Austin Miller, the co-founder of Esteem Health Services for an insightful session highlighting the role of health in financial planning. Gain insight into how healthcare decisions can potentially impact an investor’s long-term financial goals. Don’t miss this opportunity to learn from a leader in the industry who brings a unique perspective on potentially integrating health and wealth. Secure your seat today: https://lnkd.in/e-7KtZsV #FreeLiveEvent #HealthandWellness

Thinking about opening a Self-Directed IRA? In this first chapter of our video series, we’ll guide you through key questions to ask, from eligible investments to managing costs. Get the clarity you need to start self-directing with confidence. Watch now and stay tuned for Chapter 2! https://lnkd.in/e-AJ9dvV #SelfDirectedIRA #InvestingQuestions #SDIRA

Are interested in potentially growing your retirement savings by investing in a house? Your Self-Directed Roth IRA offers creative ways to buy a house, from penalty-free withdrawals as a first-time homebuyer to in-kind real estate distributions. Explore the path that may work best for you in our blog: https://lnkd.in/ewasN4gD #SelfDirectedRothIRA #RothIRA #RealEstate

Imagine potentially growing your retirement savings by investing in the hospitality industry! With a Self-Directed IRA, you can invest in hotels and diversify your retirement portfolio beyond standard Wall Street products. Learn how to turn your dream of investing in hotels into a reality in our recent blog: https://lnkd.in/en5RxTh6 #SelfDirectedIRA #RealEstateIRA #RealEstate #Hospitality 

Join us on Thursday, December 19, at 1:30 PM EST for an exclusive live event featuring E. Brian Finkelstein, Chairman of Madison Trust and a financial industry leader with over 30 years of experience. Mr. Finkelstein has held prominent roles, including President and CEO of Helix Financial Systems (a Cantor Fitzgerald subsidiary) and Managing Director of Global Finance Operations at UBS, where he built one of Wall Street’s strongest financing operations. Don’t miss this opportunity to gain insights from his expertise in shaping financial systems and strategies. 👉 Register now: https://lnkd.in/eT8GXaq6 #Webinar #MadisonTrust #ExpertInsights #FreeLiveEvent

Discover the potential of gold investing with Madison Trust’s Gold IRA! Learn how you can diversify your retirement portfolio, hedge against inflation, and enjoy tax-advantaged growth. From setup to secure storage, we’ll guide you every step of the way. To explore about investing in a Gold IRA with Madison Trust, read our blog: https://lnkd.in/ddj56QHf #PreciousMetals #GoldIRA #RetirementPlanning #SelfDirectedIRA