800/607.0145 tollfree info@midatlanticira.com
“It always seems impossible until it is done.” Nelson Mandela

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
  • and many other types

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.

Holiday Season Office Hours

Our offices will be open during normal business hours excluding the following:

Monday, Dec 10th : 8:30am-3:00pm EST
Monday, Dec 24th : 8:30am-2:00pm EST
Tuesday, Dec 25th : Closed
Tuesday, Jan 1st : Closed

 

 

Tax Planning Guide for the 2018 Tax Year

 

 

This is the right time for protecting what you have! In uncertain times, proactive tax planning can help you preserve your financial well-being.

White Papers

How to Partner with Your Own Self-Directed IRA

By John “Jack” F. Kiley, CPA, CISP Partner / MidAtlantic IRA, LLC    Partnering with your own Self-Directed IRA is just one strategy that I’ve seen more and more investors implement to try to help boost their retirement savings. Simply put, this strategy combines...

Does Converting to a Roth IRA Make Sense for You?

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...

Six Reasons to use IRAs for Real Estate Investing

Did you know you can use IRAs (your own or someone else’s) to invest in real estate? Here are some reasons to consider doing this: By John “Jack” F. Kiley, CPA, CISP Managing Partner / MidAtlantic IRA, LLC   Real Estate is what you know best. You have a special...

Tax Bites

Mutual Fund Holdings Review

Investment decisions shouldn’t be driven by tax considerations alone, but taxes are still an important factor to consider, especially when it comes to mutual funds in taxable accounts. Consider these year-end tips.

Buying Business Assets Before Year End

The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are popular year-end tax planning tools for businesses. To take advantage of these breaks, you must purchase qualifying assets and place them in service by the end of the...

Tax Benefits for Donating Appreciated Stock

For certain charitably inclined taxpayers, donating appreciated stock to charity can be an excellent year-end tax planning strategy. This may be especially true if the stock is highly appreciated and you’d like to sell it but are worried about the tax liability.

Tax Consequences for Gifting Assets

Because of the high exemption under the TCJA, few Americans have to worry about facing federal gift and estate tax liability in the next several years. But no matter your current net worth, it’s still important to be tax-smart when making lifetime gifts.