Madison Trust Company Q&AAnswer
Nov 08, 2022 - 08:57 AM
Hello! While you can have your ERISA attorney draft the documents for the Trust for Madison Trust to review, using Broad Financial to set up your Trust means that it is guaranteed approval.
If you have any questions about self-directed investing, please call us or schedule a call with one of our IRA Specialists.
Please note, Madison Trust is a passive custodian and therefore, does not give legal, tax, or financial advice. Please consult with your tax advisor before making any investment decisions.
