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
- 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
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...
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...
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...
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...
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 process....
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.
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...
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.
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.