Midland Trust Midland 1031 Midland Forms
Open an Account Contact Us 239-333-1032
MidlandTrustHeaderCrest
  • Investors
    • I’m New to Self-Direction
    • I’m a Current Client
    • IRAs, ESAs, & HSAs
    • Individual 401k
    • Investment Types
      • All Investment Options
      • Private Investments
        • Private Placements – Private Equity
        • Hedge Funds
        • Closely-Held LLC
      • Real Estate IRA
      • Single-Member LLCs – Checkbook IRAs
      • Cryptocurrency
      • Private Lending – Secured & Unsecured Notes
      • Trading Accounts
        • Futures and Forex Trading
        • Equities – Stocks, Bonds, & Mutual Funds
      • Private Stock
      • Gold & Silver
      • Other Investments
    • Contribution Limits
    • IRS Rules
    • FAQs
  • Professionals
    • Investment Sponsors
    • Investment Advisors & Financial Planners
    • Trading Professionals
    • Private Fund Custody
    • OnePath
    • Investment Onboarding
  • 1031 Exchanges
    • Types of Exchanges
    • 1031 Exchange Rules
    • 1031 Exchange Resources
    • Start Your Exchange
    • About Midland 1031
  • Resources
    • Secure Upload
    • Forms
    • Upcoming Events
    • Blog
    • Glossary of Terms
    • RMD Calculator
    • Informational IRA Resources
    • Report Death of Midland Client
    • Midland University
    • Midland Pulse Video Podcast
  • About
    • Contact Midland Trust
    • Who We Are
    • Meet the Midland Team
    • Careers
    • Midland Serves
  • Search our site
  • Login
    • Client Portal
    • Midland Pro
    • Rent/Note Payment

Glossary

Midland Trust glossary of financial terms.

    Accredited Investor

    Administrator

    Alternative Investment/Alternative Asset

    Articles of Organization

    Catch-Up Contribution

    Contingent Beneficiary

    Contribution

    Contribution Limit

    Custodian

    Direct Rollover

    Disqualified Person

    Distribution

    Fair Market Valuation/Fair Market Value/FMV

    FMV Documentation Samples

    Form 1099-R

    Form 5498

    Form 5500

    Form 990-T

    Indirect Rollover

    Operating Agreement

    Primary Beneficiary

    Prohibited Investment

    Prohibited Transaction

    Required Minimum Distribution/RMD

    Roth Conversion

    Subscription Agreement

    Tax-Deferred

    The New Age of Retirement Planning - Learn More at Midland Trust

    Traditional Investment

    Transfer

    Trustee

    Unrelated Business Income Tax/UBIT

    Unrelated Business Taxable Income/UBTI

    Unrelated Debt-Financed Income Tax/UDFI

    Questions?

    Click Start Chat to get your questions answered by one of our knowledgeable associates.

    Call Us Nationwide (239) 333-1032

    Midland Trust Logo

    Our Services for Investors

    • Open an Account
    • Self-Directed Retirement Accounts
    • 1031 Exchanges
    • Checkbook IRA
    • Client Portal

    Our Services for Institutions

    • Private Fund Custody
    • Document Custody
    • Incorporation Services
    • Midland Pro Login

    About Us

    • Contact Us
    • Who We Are
    • Careers

    Mailing Address Midland IRA, Inc., PO Box 07520, Fort Myers, FL 33919 


    General Phone Number 239-333-1032

     

    MIDLAND TRUST COMPANY, NOR ITS AFFILIATES OR SUBSIDIARIES (COLLECTIVELY REFERRED TO AS "MIDLAND"), IS NOT A FIDUCIARY: Midland’s role as the Custodian and/or Administrator of self-directed retirement accounts is non-discretionary and/or administrative in nature. The account holder or his/her authorized representative must direct all investment transactions and choose the investment(s) for the account, and is responsible for conducting his/her own due diligence. Midland has no responsibility or involvement in selecting or evaluating any investment and does not conduct any due diligence on any investment. Nothing contained herein shall be construed as investment, legal, tax, or financial advice or as a guarantee, endorsement, or certification of any investments.

     
     
     
    © 2022 Midland Trust. Trust Regulations | Terms of Use | Privacy Policy | Sitemap