What We Offer
At MidAtlantic IRA, we allow to you to invest in any asset that is permitted by the IRS. Some of your investment options include:
Oil and Gas
Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
“It always seems impossible until it is done.”Nelson Mandela
The top three asset classes in which we expect significant investment activity to occur in 2019 are single family rental real estate, the secondary note market and private equity. Here’s why.
As 2018 is comes to a close, we all begin to look ahead to 2019. For 2019 many of the contribution limits increased from their 2018 levels. In calculating these, IRS compares the official cost of living increase from September of 2018 to September of 2017. Because the cost of living was higher in 2018 many of the indexed (for inflation) contributions, limitations, thresholds, etc in the IRS were adjusted.
It’s time to tie up loose ends for the 2018 tax year. to help alleviate some stress, we’re sharing ‘Six Important Check Ups’ that you’ll want to do for your IRA.
Privately money lending through a Self-Directed IRA or 401(k)
to real estate investors is a commonly used strategy that may grow retirement funds. In addition to consulting a team of advisors to decide if the debtor’s investment plans are in unison with your professional portfolio, there are a few case-specific characteristics to consider.
Periodically, the question arises of whether to convert a Traditional IRA to a Roth IRA. Generally clients must ‘crunch the numbers’ to decide whether this makes financial sense. As with most tax calculations, there is no hard and fast rule for everyone. Several factors need to be considered. Some are easy to determine (your age, ability to pay the tax without retirement funds) and others are not so easy (rate of return on investments and effective tax rate in retirement)
Now that we are into the New Year, savvy investors holding real estate in traditional IRAs are assessing whether now is a good time to convert those IRAs to Roth IRAs. The main reason investors consider converting is to place those retirement plans in a better tax position. Keep in mind that earnings on Roth IRA investments grow tax free as opposed to just growing tax deferred as in the case of Traditional IRAs.
Do you spend time volunteering for charity? While you can’t deduct the value of your time, you may be able to deduct some of the out-of-pocket costs. Here are the rules.
If you’re getting close to retirement age, you may be wondering if your Social Security benefits are going to be taxed. And if so, how much will you have to pay?
If you meet certain requirements, you may be eligible for a tax break on summer day camp expenses you pay for your child. Here is a rundown of the rules.
Although you might want to enjoy the lazy days of summer, employers and businesses shouldn’t take it so easy that they miss these important Q3 2019 tax deadlines.