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Achieving Financial Freedom: Leveraging Self-Directed IRAs for Diversification and Tax Advantages
Discover how you can diversify your portfolio, achieve tax advantages, and take control of your financial future by investing in assets like real estate, private equity, and precious metals. Join Madison Trust to explore actionable steps toward financial freedom and learn how alternative investments have the potential to protect against market volatility.
Dana Udumulla serves as head of strategic relations at Madison Trust Company. With a strong foundation in investments and finance, she plays a key role in guiding the Sponsors and Sales Teams towards continued success. Dana’s expertise in investment compliance ensures that growth strategies are implemented with the highest standards of adherence. She is passionate about building strategic relationships with investment sponsors, supporting their capital-raising efforts, and driving the company's growth. With her background in financial analysis, Dana is committed to ensuring that each initiative aligns with Madison Trust’s mission and long-term goals.
