Madison Trust Company

I'm excited to share my latest article covering Backdoor Roth IRAs!???? You'll learn all about the Backdoor Roth IRA strategy, a possibly powerful tool for those looking to maximize their retirement savings potential. You may consider this the "Ferris Bueller" of retirement planning – a possible creative way to navigate certain rules! (You'll get the reference once you read the article!) ?? I'd love to hear your thoughts! Have you considered exploring the Backdoor Roth IRA? Or, if you'd prefer, what's your favorite scene from the 1980's classic "Ferris Bueller's Day Off"? Let's discuss either question in the comments! Follow Madison Trust Company to learn all about taking your retirement investing to the next level by investing in what YOU believe in! #backdoorrothira #retirementplanning #ferrisbueller #rothira #personalfinance #ferrisbuellersdayoff #backdoorrothiraconversion #whatisabackdoorrothira #megabackdoorrothira #backdooriraroth

?? Live from LSI '25 in Dana Point, CA! Dana Udumulla, MFinA, CISP, Head of Strategic Relations at Madison Trust, and current client Kevin Rocco, took the stage on Tuesday to share how investors can use a Self-Directed IRA to invest in startups and exit tax-free! ????#SelfDirectedIRA #StartupInvesting #TaxFreeGrowth #LSI2025

Next Thursday, join Madison Trust and Endeavor Global Advisors for an educational webinar at 3PM ET on investing in Indian and global small and mid-cap stocks. Gain insights into the Indian equity markets, learn how Self-Directed IRAs can access these opportunities, and explore key considerations for risk management and portfolio diversification. Save your spot: https://lnkd.in/esEUjhsp #IndianMarkets #SelfDirectedIRA #SDIRA #LiveEvent

?? Join Ian Robertson, Sales Team Lead, and Jenna Cunningham, Transfers Team Lead at Madison Trust for a step-by-step walkthrough of getting started with a Self-Directed IRA next Wednesday, March 26 at 1:30PM ET. From the application process to funding your account, gain the insights you need to move forward with confidence. Whether you're opening an account for the first time or need a refresher, this session will simplify the process and set you up for success. Don't miss it, register here: https://lnkd.in/dqbFqh4V #LiveEvent #SelfDirectedIRA #SDIRA #RetirementPlanning

?? Water is essential—so is smart investing! ?? Learn how to use your Self-Directed IRA to invest in water-rich farmland, infrastructure, small businesses, and more. Read more in our blog and explore unique ways to grow your retirement savings: https://lnkd.in/dp9VQwhm #WaterInvesting #SelfDirectedIRA #AlternativeAssets

?? Don’t miss out! ?? Join Dana Udumulla, MFinA, CISP tomorrow at 12PM PST at LSI USA '25 in Dana Point, CA as she dives into how to use your Self-Directed IRA to invest in startups and exit tax-free! ???? #LSIUSA25 #SelfDirectedIRA #Investing #MadisonTrust

?? Inheriting a Self-Directed IRA? Understanding your options is key! Whether you're a spouse or a non-spouse beneficiary, knowing the rules can help you make informed decisions about your inheritance. Learn the basics and gain control of your funds: https://lnkd.in/esft2EeT #InheritancePlanning #MadisonTrust #SelfDirectedIRA

LSI USA 25 is happening this week, and our Madison Trust Company team is gearing up for an incredible few days of innovation, connections, and big opportunities in beautiful Dana Point! But let’s be real—between back-to-back meetings, deal-making, and talking about growing wealth tax-free (because who doesn’t love that?), it’s easy to get caught up in the chaos. That’s why we’re reminding ourselves that balance is key. Sometimes, the best way to show up and give it your all is to take a step back, soak in the ocean views, and just breathe. Because when you take care of yourself, you bring your best energy—whether it’s to the next big opportunity or a well-earned cocktail at sunset. Here’s to big goals, smart investments, and the moments that keep us thriving. See you at LSI! #LifeIsAboutBalance #MadisonTeam #LSI2025 #BreatheAndThrive #TaxFreeWealth Nicole Capurso, M.B.A and Zachary Silver

?? Breaking Free From Standard IRAs: Discover the Power of Checkbook Control! ?? Looking for TRUE investment freedom? In part two of my Checkbook IRA series, we dive into the setup process, the perks, and the considerations. ?? Consider unlocking your retirement investing potential with Madison Trust Company's Checkbook IRA! ?? Interested in speaking with a Checkbook IRA Expert? Reserve a time: https://lnkd.in/exubFQCC #selfdirectedira #financialfreedom #checkbookira #retirementinvesting

???? Titling your Self-Directed IRA investment correctly is key to maintaining tax-advantaged status and compliance! In this video, we’ll walk you through the proper way to title an investment with Madison Trust so you can invest with confidence. Read our blog to ensure your IRA stays on the right track: https://lnkd.in/evGqZ3_Q #SelfDirectedIRA #InvestmentTitling #MadisonTrust