Sep 4, 2017 | Blog, White Papers
By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC Periodically, the question arises of whether or not you should convert a Traditional IRA to a Roth IRA. Generally, clients must “crunch the numbers” to decide whether or not this makes...
Sep 4, 2017 | Blog, FAQ, White Papers
By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC Setting up an Account: The first step is to establish a Self-Directed Retirement Account (IRA). This account may be a Traditional, Roth, SEP, SIMPLE or any other type of self-directed...
Sep 4, 2017 | Blog, FAQ, White Papers
By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC I’ve come to notice that one of people’s main concerns when looking into investing with their Self-Directed IRAs is not how to go about doing so, but how to spot a scam throughout the...
Sep 4, 2017 | Blog, FAQ, White Papers
By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC Here’s what you need to know before getting started: The Wholesaling Process Wholesaling is the process in which your IRA account takes control of a property, which you have no intentions of...
