Madison Trust Company Q&AAnswer
Dec 15, 2023 - 09:41 AM
The process to set up a Self-Directed IRA at Madison Trust is simple. Madison Trust's Self-Directed IRA Specialists can guide you through the entire process from setting up an account to placing an investment.
Step one: Open a Self-Directed IRA with Madison Trust by completing our easy online application.
Step two: Fund your Self-Directed IRA by transferring or rolling over all - or a portion of - your funds from an existing retirement account, such as an IRA or 401(k), or by making an initial contribution.
Step three: Instruct Madison Trust to send your IRA funds by writing a check or sending a wire directly to your investment.
To learn more about investing with a Self-Directed IRA at Madison Trust, please visit our website, or schedule a call to speak to one our Self-Directed IRA specialists today!
Please note, Madison Trust is a passive custodian and therefore, does not give legal, tax, or financial advice. Please consult with your tax adviser before making any investment decisions.
