Midland Trust Blog

Financial Professionals: How to Choose an IRA Custodian

We know that when choosing a self-directed custodian, you are faced with many choices. We often get asked, why should we go with Midland? Whether you are new to accepting IRAs into your investment, or you have a previous experience with which to compare, here are a few items to consider when choosing a custodian. […]

Alternative Investment Custody Solutions With Non-Retirement Money

Since 2002, Midland Trust Company has been a leader in alternative investments within IRA accounts. Our goal has been to make investing in alternative investments with IRA funds simple and easy to accomplish. However, we want investing in alternative investments to be easy for anyone with any type of account. Did you know that you […]

Options for Taking An RMD When Your Account is Illiquid

2020 brings changes to the Required Minimum Distribution rules, such as anyone under 70.5 may now wait until they turn 72 to begin taking mandatory withdrawals from their pre-tax retirement plans. One thing that has not changed is the 50% penalty for not taking a timely RMD. As an IRA custodian that specializes in holding […]

Are You Getting the Most of Your Midland Client Portal?

As a self-directed IRA custodian, Midland is all about putting the tools for financial freedom in your hands. Your Midland Client Portal is just one of those tools! Make sure you are getting the most out of your self-direction journey with these 5 portal highlights. 1. Initiate New Transactions Are you looking to make a […]

2020 Charitable Focus: Midland Serves Retirees

At Midland, we know how important it is to be an active part of the communities we serve. Being part of a company that focuses on retirement gives us insight into the retirement experience for those in our communities. Over the past several months, we have zeroed in on our long-term charitable focus for the […]

Trading Futures and Forex in a Retirement Account

Most investors are looking to maintain their current standard of living once they reach the golden years of retirement but with Social Security uncertain, saving on their own has jumped higher on the list for most US workers. Trading futures and forex can provide diversification for your retirement account. As of mid-2017, 35% of US […]

The Reverse 1031 Exchange and How Real Estate Investors Use Them

In today’s market investors want the ability to seize profitable real estate assets before the competition beats them to it. If you invest using 1031 exchanges, you know you must sell your current investment property before purchasing replacement property. But, what if you find a new investment property before you sell the old? You don’t [...]

Valerie’s House is the Charity of Choice for Midland’s Charitable Donations

Midland IRA Employees Believe in Community Service Midland Trust serves as the Custodian for Midland 1031, Midland IRA and Midland Private Fund Custody products. We are a specialized company with goals of serving our clients, our team and our communities with offices in Fort Myers, Florida; Chicago, Illinois; and Sioux Falls, South Dakota.  “Thank you […]

2019 Charitable Events – Midland Serves

Midland donates time and money to charitable causes in each of the three major markets we serve: Sioux Falls, South Dakota; Fort Myers, Florida; and Chicago, Illinois. Individual staff members suggest charities to volunteer or donate to based on community groups with which they are familiar. Those suggestions are reviewed by Midland’s Charitable Committee to […]

10 Resolutions for Financial Success in 2020

Happy New Year!  We are all starting fresh with the hope of perfect clarity and “vision” in the new year and decade. As a result, we thought we would put forth our compilation of 10 Financial Resolutions for Success as we ring in 2020.  Whether you are 20 or 80, you can benefit from the following […]