In observance of Martin Luther King Jr. Day, our offices will be closed on Monday, January 19, 2026. We will resume regular business hours on Tuesday, January 20, 2026 9:00 AM-6:00 PM ET. #OfficeClosed #MLK

💡With a #SelfDirectedIRA, you can expand your retirement strategy beyond traditional stocks and bonds — into real estate, private equity, precious metals, and other #alternativeassets. These investments can provide powerful diversification while keeping your retirement savings

Do you remember when you joined X? I do! #MyXAnniversary

The One Big Beautiful Bill Act is bringing major changes to the #retirement landscape — and understanding its impact could help you make more informed decisions about your financial future. 📜From updates to retirement account rules to new provisions that could affect your

Can your IRA invest in a private company? With a Self-Directed IRA, it might. 🏢 Join our #liveevent Thursday, July 31 at 1PM ET to learn how investors are using their IRAs to fund private businesses. Register here 👉 https://t.co/AXlt4NRj7q

Our office will be closed on July 4th in observance of Independence Day. We will resume normal business hours Monday, July 7 from 9:00am-5:00pm. #OfficeClosed #IndependenceDay

Our offices are closed Thursday, June 19 in honor of Juneteenth. We will return to our normal business hours on Friday, June 20 from 9:00am - 5:00pm ET. #OfficeClosed

💡 Will Osborne, Senior Account Executive at Madison Trust, explains how a Self-Directed IRA can give you more control, tax advantages, and access to alternative assets. Learn more about the benefits of this retirement account in the full webinar: https://t.co/57ViUtVaSa

Our offices will be closed Monday, May 26, in honor of Memorial Day. We will resume normal business hours on Tuesday, May 27, from 9:00am-6:00pm ET. #OfficeClosed #MemorialDay2025

2025 investment account limits: • Roth IRA: $7,000 • 401k: $23,500 • HSA: $4,300 • FSA: $3,300 Retirement is a financial goal, not an age. Start planning today!

Keeping your Self-Directed IRA compliant starts with reporting your Fair Market Value each year. 📈 Learn what documents you may need and how to simplify the process in our latest blog! ✅ Read more: https://t.co/EjBsBmwyqi #RetirementPlanning #FairMarketValue #SelfDirectedIRA

🌎 This Earth Day, think green—in more ways than one. With a Madison Trust Self-Directed IRA, you can invest in what matters—like farmland or raw land. 💚 Learn how to grow your future while honoring the Earth: https://t.co/bOMg4qsgjS #EarthDay #SelfDirectedIRA #Retirement

🌎 As global tariff policies continue to evolve, investors are keeping a close eye on how these changes might influence their retirement strategies- especially when #alternativeassets are in the mix. We're breaking down what Self-Directed IRA account holders should keep in mind

Planning ahead for Required Minimum Distributions can help you make the most of your retirement savings! Starting at age 73 (as of 2025), traditional IRA holders will begin taking RMDs—either in cash or in-kind. Explore our blog to learn how to stay on track & maximize your

⭐ We are proud to be featured in Financial Services Review for our personalized approach to self-directed #retirementplanning! This article highlights our commitment to providing a transparent, client-centered experience for individuals seeking greater control over their

Which alternative asset would you choose for your Self-Directed IRA? 🏡🪙💼 #SelfDirectedIRA #AlternativeAssets #RetirementPlanning

🧾Wondering which tax forms apply to your #SelfDirectedIRA? In this video, we break down the 5 key tax forms every investor should know — from Form 1099-R to the essential Form 1040. Stay informed, stay compliant, and feel confident this #taxseason: https://t.co/kp00VAqpCx

Stay ahead of tax season by understanding the key forms associated with your #SelfDirectedIRA. From Form 5498 to Form 1099-R, our recent blog breaks down what each form means, when to expect them, and how they relate to your account activity. Read our full blog to make filing