Upcoming Strategy Groups
401(k)’s and Other Retirement Plan Options
Virginia Beach – September 8th
Kansas City – September 15th
Northern Virginia – September 20th
Baltimore – September 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.
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
Seller-Paid Points: Can Homeowners Deduct Them?
In general, points a BUYER pays in a home sale are a tax-deductible interest expense. But what about SELLER-paid points?
Is Your Income High Enough to Owe Two Extra Taxes?
There are two special taxes that may have a significant effect on the tax bills of high-income folks: the 3.8% net investment income tax and a 0.9% additional Medicare tax on wage and self-employment income. Here are the basic rules.
The Inflation Reduction Act: What’s In It For You?
If you’re interested in purchasing energy-saving property for your home or an electric vehicle, you may qualify for a tax break under the new Inflation Reduction Act. Here are the basic rules.
Self-Employed? Build A Nest Egg With A Solo 401(k) Plan
If you run a one-person small business, you might be able to build a bigger retirement nest egg with a solo 401(k) plan. Here are the basic rules.
An “Innocent Spouse” May Be Able To Escape Tax Liability
In some cases, a married couple files a joint tax return and one spouse is unaware of all the income of the other spouse. The spouse who is in the dark still must generally pay the tax bill even if the couple divorces. But there may be “innocent spouse” relief.
Estimated Tax Payments: Who Owes Them and When is The Next One Due?
Self-employed taxpayers generally must make quarterly estimated tax payments. But even if you’re not self-employed, you may have to make them to avoid a penalty if you don’t have enough federal tax withheld. Here are the rules.