Upcoming Strategy Groups
Partnering with your Self-Directed IRA
Kansas City – July 8th
Northern Virginia – July 20th
Baltimore – July 27th
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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.
“It always seems impossible until it is done.”
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
Tax Depreciation Rules for Business Automobiles
Claiming depreciation deductions for a passenger automobile can involve complex calculations. Here are the basic rules.
Selling a Home: Will You Owe Tax on the Profit?
If you’re selling your principal residence, some or all of the profit may be tax free. It depends on your home sale profit and your income. Here are the basic rules.
Planning for Year-end Gifts with the Tax Annual Exclusion
There have been proposals in Washington to reduce the estate and gift tax exemption amount, as well as make other changes to the estate tax laws. Making tax-free gifts by year end can reduce the size of your taxable estate and may be one way to recognize and address this potential threat.
You Can Only Claim a Casualty Loss Tax Deduction In Certain Situations
The rules for deducting personal casualty losses on a tax return have changed through 2025. However, you may still be able to claim a deduction if an event qualifies as a federally declared disaster (and several have this summer).
Getting a Divorce? Be Aware of Tax Implications if You Own a Business.
Divorce may have tax implications for the spouses involved, especially if one or both of them owns a business. Here are some of the issues involved.
ABLE Accounts May Help Disabled or Bling Family Members
Do you have a disabled family member that you’d like to help out financially but you don’t want them to lose eligibility for their government benefits? You may be able to use a tax-advantaged ABLE account.