Upcoming Strategy Groups
Power Users & Their Self-Directed IRAs
Virginia Beach – May 5th
Kansas City – May 12th
Northern Virginia – May 17th
Baltimore – May 24th
Sign-up for a Webinar
Introduction to Self-Directed IRAs
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Investing in Real Estate
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Traditional vs Roth IRAs
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The Power of Leverage
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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.
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
Are You Ready for the 2021 Gift Tax Return Deadline?
April 18 isn’t only the income tax return deadline. It’s also the gift tax return deadline for people who made large gifts last year. Find out if you’re required to file a 2021 gift tax return this April. (Note: you may want to file one anyway).
Married Couples Filing Separate Tax Returns: Why Would They Do It?
In general, married couples who file jointly save more money on taxes than those who file separate returns. However, there are situations when filing separately is a better option.
Did You Give to Charity in 2021? Make Sure You Have Substantiation.
If you’re deducting a charitable contribution on your tax return of $250 or more, you need a written acknowledgment from the charity. What if you haven’t yet received a letter for a charitable donation you made in 2021? Here are the rules.
Smooth Sailing: Tips To Speed Processing and Avoid Hassles This Tax Season
Help speed processing and avoid hassles this tax season with these tips.
Help Safeguard Your Personal Information By Filing Your 2021 Tax Return Early
Want to get your tax return sooner and protect yourself from tax identity theft? File your tax return early.
How Will Revised Tax Limits Affect Your 2022 Taxes?
How much can you contribute to a 401(k) plan for 2022? How much is the standard deduction? How much do you have to earn this year before you can stop paying Social Security on your salary? Here are some answers to these and other tax-related questions for 2022.