Strategy Groups

Tax Law Changes for 2023 & 2024

At our next Strategies Group meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will get back to basics with you. You'll learn exactly what a self-directed IRA is and what the "ground rules" are, so you can stay in compliance while you enjoy the benefits.

At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing.

At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing.

At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you how an IRA could help you add the power of tax advantages to these strategies.

At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing.

Savvy investors know the power of leverage. At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you how to borrow money and apply leverage within your self-directed IRA.

Are you ready to revolutionize your real estate investment strategy? Join us for an insightful event focused on the exciting world of rehabbing with a self-directed IRA. Whether you're a […]

This intimate event is your chance to delve deep into the world of self-directed IRAs alongside fellow clients who share your commitment to financial empowerment and independence. Led by seasoned experts in retirement investing, this gathering promises invaluable insights, personalized guidance, and actionable strategies designed to elevate your investment journey to new heights.