Oct 13, 2025 | Blog, Tax Liens & Tax Deeds
Tax lien investing offers a rare combination of fixed returns and real property security, making it an appealing option for experienced IRA investors seeking steady income. This follow up to our October Client Strategy Group expands on how to evaluate liens before bidding and avoid common compliance pitfalls.
Oct 7, 2025 | Blog, Tax Bites
Beginning in 2025, individuals age 65 or older generally can claim a new “senior” deduction of $6,000 under the One Big Beautiful Bill Act (OBBBA). But if your 2025 modified adjusted gross income (MAGI) exceeds $75,000 ($150,000 if you’re a married joint filer), a MAGI-based phaseout will reduce (or may even eliminate) the deduction.
Oct 6, 2025 | Blog, Tax Liens & Tax Deeds
Most investors think of the stock market when they picture retirement, but tax lien investing offers another path. By purchasing liens on unpaid property taxes, you can earn fixed returns backed by real estate. This article explains how tax liens work and why they appeal to self directed IRA investors.
Oct 3, 2025 | Blog, Required Minimum Distributions (RMDs)
Missing your RMD deadline can be expensive — but with MidAtlantic’s reminders, calculations, and support, you’ll have everything you need to stay compliant and penalty-free.
Oct 3, 2025 | Blog, Required Minimum Distributions (RMDs)
If you don’t need your required minimum distribution (RMD) for living expenses and you care about supporting causes close to your heart, there may be a way to do both at once. A Qualified Charitable Distribution, or QCD, lets you send money directly from your...
Oct 3, 2025 | Blog, Required Minimum Distributions (RMDs)
If you’ve been hearing different ages for when required minimum distributions (RMDs) begin, you’re not alone. Over the last few years, Congress has changed the rules more than once through the SECURE Act of 2019 and the SECURE 2.0 Act of 2022, and the IRS...
Oct 3, 2025 | Blog, Required Minimum Distributions (RMDs)
Last Updated: September 2026 Required minimum distributions (RMDs) are the minimum amounts you must withdraw each year from certain retirement accounts once you reach a specific age. The rules have changed several times in recent years under the SECURE Act, the SECURE...
Oct 3, 2025 | Blog, Required Minimum Distributions (RMDs)
Not all retirement accounts follow the same rules for Required Minimum Distributions (RMDs). If you have multiple accounts, it’s important to understand how the rules apply to each one. Here’s a breakdown by account type: Traditional IRAs RMDs are required...
Oct 3, 2025 | Blog, Required Minimum Distributions (RMDs)
When it comes to Required Minimum Distributions (RMDs), the IRS only tells you how much you must withdraw each year. It doesn’t tell you when or how often to take the money. That means you have some flexibility in choosing the distribution strategy that works best for...
