Are you interested in expanding your retirement portfolio beyond traditional investments? In todays video, we’re guiding you through choosing the right Self-Directed IRA platform to match your needs and preferences. From fees to client support, we’ll cover the top 5 factors to consider so you can make an informed decision. To explore more comparing investment platforms for SDIRAs, read our blog: https://www.madisontrust.com/5-ways-t...

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SCRIPT
In today’s video, you’ll learn what you can research to look into the right Self-Directed IRA platform for your unique needs and preferences.

If you're looking to expand your retirement investing options beyond Wall Street, a Self-Directed IRA should be on your radar. With a Self-Directed IRA you can invest in a variety of alternative assets, such as real estate, precious metals, startups, private businesses, and more.
While it may be tempting to choose the first Self-Directed IRA platform you find, it’s in your best interest to shop around and compare your options. This way, you can zero in on the ideal SDIRA custodian for your unique needs and preferences.
Here are the top five factors to compare as you do your research:

Fees
Every SDIRA company has its own fee structure. Oftentimes, they charge asset-based holding fees that will increase as your investments grow. These fees are charged at a percentage based on your account's value. Some platforms also sneak in hidden fees, which can diminish your returns. At Madison Trust, we’re proud to offer a flat-rate fee structure, meaning you’ll pay a set price, regardless of your account’s value.

Industry Knowledge
The best SDIRA platforms will come with Self-Directed IRA Specialists who have a deep understanding of various alternative assets, like real estate and precious metals. They can provide you with the information about self-direction that you need to make the most informed decisions. Fortunately, the SDIRA specialists at Madison Trust complete rigorous CISP training and can do just that.

Client Support
At some point in time, you may have questions or require assistance with your SDIRA. This may be particularly true if you’re new to this type of retirement account. With a reputable, client-first SDIRA Company, you should receive timely customer support. Madison Trust genuinely cares about your success and is always here for you with free, live guidance.

Customer Reviews
One area to consider researching when looking into an SDIRA custodian is their customer reviews. Positive reviews from current and former account holders are far more telling. Before you commit to an SDIRA platform, read reviews on reputable websites so you can get an idea of their reputation in the industry. Over the years, Madison Trust has grown to 20,000+ satisfied clients with over 2,000+ 5-star reviews.

Setup Process
The sooner you start saving for retirement with an SDIRA, the better. Pay attention to the setup process of any company that piques your interest. You should be able to open an SDIRA quickly, without the hassle. At Madison Trust, all you have to do is complete our easy online application, transfer or roll over funds from an existing retirement account, and instruct Madison Trust to issue a check or wire to the investment of your choice.

Are you ready to discover your untapped potential with alternative assets?
Our dedicated Self-Directed IRA Specialists are here to answer any questions that you may
Have about saving for retirement with a Self-Directed IRA. Call us today!

Experience exceptional service for your exciting investment opportunities at Madison Trust.

(800) 323-9203
[email protected]
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