800/607.0145 tollfree info@midatlanticira.com

“It always seems impossible until it is done.”

Nelson Mandela

Upcoming Strategy Meetings

Partnering with your Self-Directed IRA
Kansas City – July 9th – VIRTUAL
Northern Virginia – July 21st – TBD
Baltimore – July 28th – TBD

Upcoming Webinars

Introduction to Self-Directed IRAs
June 30th at 2PM EST

Investing in Real Estate
July 2nd at 2PM EST

Traditional vs Roth IRAs
July 7th at 2PM EST

The Power of Leverage
July 9th at 2PM EST

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.

web tax guide link to pdf

Tax Planning Guide for the 2019 Tax Year

 

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:

Real Estate
Notes
Private Stock
Precious Metals
Oil and Gas
Raw Land

After You File: 3 Issues to Considers

Once your 2019 tax return has been filed, there still may be some issues to consider. We’re often asked about refund status, record retention and amended tax returns. Here are some answers.

Some People are Required to Return EIPs

Millions of people have already received their Economic Impact Payments, which are being sent by the government to help mitigate the effects of COVID-19. In some cases, the payments should be returned.

Seniors: Can You Deduct Medicare Premiums?

If you have medical expenses and you pay Medicare premiums, you know it can be expensive to get the coverage you want. But if you qualify, you can deduct the cost of premiums, along with other medical expenses, on your tax return. Here are the rules.