Strategy Groups

You're invited to an exclusive session crafted specifically for our esteemed clients who are keen on harnessing the power of self-directed Individual Retirement Accounts (IRAs).  If you're interested in attending […]

At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you other retirement plan options that still give you self-directed control, how they work if you're a sole proprietor or have an LLC/S-Corp/C-Corp, how to maximize the various contribution limits, and the greater flexibility you may enjoy with certain plans.

Every month, Jack hosts an exclusive Clients Only Strategy Group where you can pick his tax brain and meet like-minded people in the industry. If you're interested in joining, email […]

Learn what changes are important to you and if you need to do anything to re-position yourself. Come understand what potential tax law changes could impact you next year. Listen to what your peers are doing and discover new opportunities.

Each month, we gather to dive deeper into advanced topics, real-life investment strategies, and timely updates that impact your portfolio. It’s a chance to learn from other investors, get direct support, and fine-tune your next move — all in a trusted circle.

Join us for an eye-opening session where we’ll break down how to strategically use non-recourse loans within your IRA to maximize your real estate investments — while staying 100% compliant with IRS rules.

From Blueprint to Buy-In: An inside look at rehabbing with retirement funds, featuring investor Danny Flores and a live deal preview.
Clients only – contact Sioban Kiley for access.

The Rehab Playbook: Learn how to rehab real estate in a self-directed IRA while staying IRS-compliant and investment savvy.

Learn the key differences between 401(k)s, IRAs, SEPs, and SIMPLEs on our next Strategy Group call, Sept 23 at 6:30pm ET. Clear comparisons, 2025 contribution limits, and time for live Q&A.

The January National Strategy Call is a live educational session designed to help investors begin the year with clarity, intention, and a practical framework for decision making inside a self directed IRA. […]