Upcoming Strategy Groups
Purchasing Tax Liens in A Self-Directed IRA
October 17th & October 24th
Jack’s Annual Tax Update
November 14th & November 28th
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
Disabled Family Members May Be Able To Benefit From ABLE Accounts
Family members often want to help disabled loved ones financially but don’t want them to lose eligibility for their government benefits. A tax-advantaged ABLE account may be the answer.
Can You Deduct Student Loan Interest On Your Tax Return?
If you are resuming student loan payments soon, be aware that interest is deductible for some borrowers subject to certain limits. Here are the rules.
Pocket A Tax Break For Making Energy-Efficient Home Improvements
Have you heard there’s an enhanced tax credit for making energy-efficient home improvements, beginning this year? Here are the rules.
A Tax-Smart Way To Develop And Sell Appreciated Land
There may be a way to reduce a large tax bill if you own appreciated land that you want to subdivide and develop for sale. Here’s a three-step strategy.
Retirement Account Catch-up Contributions Can Add Up
If you’re eligible and not making catch-up contributions to your retirement plan, you’re missing out on building more tax-favored savings. Here are the rules of the road.
Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis”
When planning your estate or inheriting assets, it’s essential to understand the “step-up” basis rules. They can affect the taxes due on the sale of the assets.