800/607.0145 tollfree info@midatlanticira.com

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.”

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

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.

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.