Midland Trust Blog

Tips for Utilizing E-Signatures

The world is going electronic.  From IRA applications to real estate contracts – almost all of what was previously daunting paperwork has evolved into electronic form. And the way we sign these documents (e-signatures) has changed too.   E-signatures (electronic signatures) have become the widely accepted standard across all industries. At Midland, we have adopted using […]

COVID-19 & Midland Trust Q&As

Q: Is Midland open? A: Midland is fully operational and prepared to serve your needs. We are asking that clients do not visit our offices to help prevent the spread of COVID-19. We are available at (239) 333-1032 Monday – Thursday from 8:30 am – 5:00 pm EST and on Fridays from 8:30 am – […]

Creating a Strategic Partnership With Midland

Raising capital can be a daunting task that involves many phone calls, networking, and paperwork. Not to mention a good portion of the population may not even be qualified, as some investments require them to be accredited investors. This is often the case with hedge funds, real estate syndications, and private equity funds. Learn how a strategic […]

Important News About Paying Your 2019 Taxes

In a Press Conference on March 17, 2020, Treasury Secretary Steven Mnuchin stated that the administration and the IRS would be moving forward with a 90-day extension to pay 2019 income taxes, otherwise due on April 15, 2020. Individual taxpayers can delay paying their income taxes on as much as $1 Million owed for up […]

Title Closing Agent’s Responsibility in a 1031 Exchange

A 1031 Exchange offers taxpayers a valuable opportunity to defer taxes on the sale of investment or business-use property.  The first step in successfully completing an exchange is ensuring that it is set up with a Qualified Intermediary (QI) prior to closing. It is safe to say that no two real estate transactions are the […]

Gold Investing Options

When economic uncertainty hits the stock market, such as the COVID-19 (coronavirus) scare, people view gold as a way to hedge (an investment to offset losses in another asset class) or as a safe haven (protect investments against a possible catastrophe). Gold is also used by many as an investment to combat inflation.   As […]

Midland Trust Is Now an Employee-Owned Company

Midland Financial Corp., the Florida holding company for Midland IRA Inc. and Midland Trust Company, has become an employee-owned company effective December 2019. Midland sold a percentage of its ownership interest to a newly created Employee Stock Ownership Trust, allowing current and future employees to gain a beneficial ownership interest in the company. This was […]

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 […]