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How to Convert a Traditional IRA to a Self-Directed Traditional IRA | Madison Trust

In this video, you will learn how to convert a Traditional IRA to a Self-Directed Traditional IRA. Visit our website to learn more: https://www.madisontrust.com/how-to-c... Stay connected with Madison Trust LinkedIn:   / madison-trust   Facebook:   / madisontrustcompany   Twitter:   / madison_trust   Vimeo: https://vimeo.com/user88704600 Madison Trust Company YouTube Channel:    / @madisontrustcompany   Disclaimer: All of the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice. Video Script: In this video, you will learn how to convert a Traditional IRA to a Self-Directed Traditional IRA. Do you want a retirement account that allows for more investment opportunities? You may want to convert your Traditional IRA to a Self-Directed Traditional IRA. Here’s what you need to know: The process of converting your Traditional IRA to a Self-Directed Traditional IRA is simple. There are three easy steps: 1. Open a Self-Directed IRA by completing Madison Trust’s easy online application. On the application, you will select that you’d like to establish a Self-Directed Traditional IRA. 2. Fund your new Self-Directed IRA by completing Madison Trust’s Transfer Authorization Form. Once completed, Madison Trust will send your request directly to the custodian holding your funds. The funds will move from your previous custodian directly to Madison Trust via a check or wire. 3. Instruct Madison Trust to send your IRA funds directly to your investment. It’s that simple. Ready to Convert Your Traditional IRA to a Self-Directed Traditional IRA? If you work with Madison Trust Company to convert your Traditional IRA to a Self-Directed Traditional IRA, you can be confident that we will guide you every step of the way. What questions do you have about the process? Madison Trust’s Specialists are here to help! Schedule a call to speak with a Self-Directed IRA Specialist today. (800) 323-9203 [email protected] madisontrust.com Exceptional Service. Exciting Opportunities.