Midatlantic IRA

Self-Directed IRAs Strategy Group
2024-05-21 18:30 - 20:00 (America/New_York)
Join us for an illuminating session focused on unlocking the full potential of your retirement savings through self-directed IRA strategies. Whether you’re a seasoned investor or just beginning to explore the possibilities, this event is designed to empower you with the knowledge and tools needed to take control of your financial future.
John “Jack” Kiley, CPA, CISP will guide you through the ins and outs of self-directed IRAs, offering valuable insights into how you can leverage this powerful investment vehicle to diversify your portfolio, maximize returns, and achieve your long-term financial goals. From real estate and precious metals to private equity and cryptocurrency, discover the wide array of investment opportunities available within a self-directed IRA and learn how to navigate the complexities with confidence.
Whether you’re interested in passive income streams, capital appreciation, or wealth preservation, this event will provide you with the knowledge and resources to tailor a self-directed IRA strategy that aligns with your unique financial objectives.
Don’t miss this opportunity to connect with like-minded individuals, expand your investment horizons, and take the first step towards financial independence. Reserve your spot today and embark on the journey towards maximizing your wealth with self-directed IRA strategies.

Rehabbing with a Self-Directed IRA: Unlocking Real Estate Investment Potential
2024-06-11 18:30 - 20:00
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 seasoned real estate investor or just dipping your toes into the market, this event is your gateway to discovering the lucrative opportunities available through self-directed IRA investing in property rehabilitation.
John “Jack” Kiley, CPA, CISP will delve into the mechanics of using a self-directed IRA to fund and profit from rehab projects, providing invaluable insights and practical tips every step of the way. Learn how to identify distressed properties with high potential, navigate the rehab process efficiently, and maximize returns while maintaining compliance with IRS regulations.
Whether you’re interested in fix-and-flip projects, rental properties, or diversifying your portfolio with real estate assets, this event will equip you with the knowledge and confidence to harness the full potential of your self-directed IRA. Don’t miss this opportunity to network with fellow investors, gain valuable insights from industry experts, and take your real estate investment game to the next level.

Exclusive Client-Only Self-Directed IRA Strategy Group Meeting
2024-07-16 18:30 - 20:00
Attention valued clients! You’re cordially invited to an exclusive gathering tailored specifically for you – our esteemed clients – focused on optimizing your self-directed IRA strategy for maximum financial growth and security.
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.
During this interactive session, we’ll explore advanced self-directed IRA strategies tailored to your individual goals and risk tolerance. Whether you’re interested in diversifying your portfolio with alternative assets, maximizing tax advantages, or exploring innovative investment opportunities, our team is dedicated to providing the support and expertise you need to succeed.
Through in-depth discussions, case studies, and collaborative exercises, you’ll gain a deeper understanding of the intricacies of self-directed IRA investing and uncover new avenues for wealth creation and preservation. From real estate and private equity to precious metals and cryptocurrency, we’ll explore a wide range of investment options and help you craft a customized strategy aligned with your unique financial objectives.
But this event isn’t just about learning – it’s also an opportunity to connect with like-minded clients, share experiences, and forge valuable relationships within our community of investors. Whether you’re a seasoned veteran or just beginning your investment journey, your presence and participation will enrich the conversation and contribute to the collective wisdom of our group.
Please contact Sioban Kiley at misc@midatlanticira.com or 240-575-3880 x957 for Zoom Link.

Partnering With Your Self-Directed IRA
2024-07-23 18:30 - 20:00
Sometimes you need more capital to make a deal happen. How about using your self-directed IRA as a partner in the transaction?
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you the best structures for pooling capital, how to combine IRA funds with other real estate investor funds, and the potential pitfalls of using IRA funds.
This knowledge will help you maximize the power of a self-directed IRA. And you must do it right, to avoid jeopardizing your IRA. Join us and tap Jack’s expertise on this investment strategy.

Clients Only Strategy Group
2024-09-18 18:30 - 20:00
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 this event and are a current MidAtlantic IRA client, please email Sioban at hello@midatlanticira.com for the registration link.

401k Plans & Other Retirement Plan Options
2024-09-24 18:30 - 20:00
Did you know there are self-directed retirement plan options beyond IRAs? There’s actually several! Self-Directed IRAs are terrific. But what if you want something different? Something more?
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.
If you want to maximize the power of a self-directed retirement plan, join us and tap Jack’s expertise on these investment strategies.

Clients Only Strategy Group
2024-11-21 18:30 - 20:00
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 Sioban at misc@midatlanticira.com for the Zoom Link.

Jack's Annual Tax Update
2024-11-26 18:30 - 20:00
As we enter the last couple of months of the year, now is the time to do two things:
1. Take a ‘snap shot’ of where you are so far this year and project the next 60 days. Now is the time to do any last-minute planning to minimize your tax liability.
2. Start to think about what needs to be done to get off to a fast start in 2025.
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you how to accomplish both. We’ll discuss the tax law changes from last year as well as new legislation and how it will impact you individually, in your business and in your retirement plan.
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.

Client Strategy Session: Monthly Mastermind for Self-Directed Investors
2025-04-08 18:30 - 20:00
This exclusive, clients-only strategy group is your space to ask questions, share insights, and stay on top of the smartest ways to grow your retirement wealth using a self-directed IRA.
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.
This Month’s Focus:Using Leverage in Your IRA: How to Borrow Legally and Invest Wisely
Let’s break down how non-recourse loans work, what the IRS allows, and how you can use this powerful tool to amplify your real estate deals.
Note: This session is for current clients only.Reach out to us directly to receive the Zoom link.
We look forward to seeing you there and supporting your strategy!

The Power of Leverage: Using Your Self-Directed IRA for Real Estate Investing
2025-04-29 18:30 - 20:00
Did you know your self-directed IRA can legally borrow money to invest in real estate?
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.
In this event, you’ll learn:

How leverage works in a self-directed IRA

The key rules and restrictions you must follow to avoid costly penalties

Real-world examples of successful leveraged deals

How to find non-recourse lenders and structure the transaction properly

Whether you’re a seasoned investor or just getting started with self-directed IRAs, this session will give you the tools to grow your retirement wealth smarter and faster — legally.
Don’t miss this opportunity to level up your investing strategy.

From Blueprint to Buy-In: Rehab Insights & Deal Preview
2025-06-09 18:30 - 20:00
Join us for this month’s Client Strategy Group, where MidAtlantic IRA Principal Jack Kiley interviews investor Danny Flores on how he structures and rehabs multifamily properties using retirement funds. Plus, get a first look at a new deal as part of our “Have Money, Need Money” segment.
This session is exclusive to current clients. To attend, please contact Sioban Kiley at hello@midatlanticira.com for the link.

The Rehab Playbook: How to Rehab Property with a Self-Directed IRA
2025-06-24 18:30 - 20:00
Thinking about using your retirement funds to rehab real estate? Join us for a free educational session that covers the rules, risks, and real-world strategies for rehabbing inside a self-directed IRA.
Led by Jack Kiley, CPA and Principal at MidAtlantic IRA, this session will walk through:

What types of rehab projects are allowed

How to avoid prohibited transactions

Ways real investors structure rehab deals successfully

Tuesday, June 24 at 6:30 PM EST Held virtually – Zoom link sent after registration

401(k) Plans & Other Retirement Accounts
2025-09-23 18:30 - 20:00
Are you confident you’re using the right retirement plan for your situation? With so many options—401(k), IRA, SEP, SIMPLE—it’s easy to feel uncertain about which structure best supports your goals.
Join MidAtlantic IRA for a free national Strategy Group call on Tuesday, September 23 at 6:30 PM ET (3:30 PM PT) as we break down the key differences between these plans in plain English.
You’ll learn:
–Who can establish each type of plan (IRA, Roth, SEP, SIMPLE, 401(k), Solo 401(k))–Deadlines to set them up and contribute for 2025–Employee deferral limits, employer contribution rules, and catch-up amounts–Which plans allow Roth contributions — and where the opportunities may be hidden–Administrative requirements (filings, compliance, vesting) to keep in mind
We’ll also walk through the new 2025 contribution limits and how they apply across each plan type, so you can start planning ahead with confidence.
This call is open to the public, so feel free to share with friends or colleagues who may benefit.

How to Build Your 2026 Investor Playbook: A Smarter Way to Plan Inside a Self-Directed IRA
2026-01-27 18:30 - 19:00
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. This session focuses on moving away from reactive investing and toward a more strategic, plan driven approach for 2026.
The call is educational in nature and supports investors at all stages, whether they are opening their first self directed account or actively investing across multiple alternative assets.

Applying the 2026 Investor Playbook to Your Personal Plan
2026-02-09 18:30 - 20:00
This client only workshop builds directly on January’s Strategy Group and is designed to help you move from high level strategy into clear, personalized action. Rather than discussing concepts in the abstract, this session focuses on applying the 2026 Investor Playbook to your own self-directed IRA and investment goals.
Together, we will work through guided worksheets, investor profiles, and real-world scenarios to help you evaluate where you are today and where you want to be by the end of the year. The goal is to identify your strengths, uncover gaps, and create a more intentional plan for how you deploy capital inside your account.
Please Email Sioban at Misc@MidAtlanticIRA.com for the Zoom Link.

Choosing The Right Investment Strategy
2026-02-24 18:30 - 20:00
With a self-directed IRA, investors have access to a wide range of alternative investments, but more choice does not always mean more clarity. Real estate, private lending, notes, syndications, crypto, and private equity all come with different structures, risks, timelines, and capital requirements.
This national educational session is designed to help investors understand how these strategies differ and how to evaluate which investment paths may align best with their goals, risk tolerance, liquidity needs, and experience level. Rather than telling you what to invest in, this session focuses on building a framework for decision making inside a self-directed IRA.

Real Estate Inside IRAs: Updated Rules, Financing, and Deal Flow
2026-03-24 18:30 - 20:00
Real estate remains one of the most popular IRA strategies, but the rules and best practices continue to evolve. This session covers financing options, partner structures, UBIT considerations, management responsibilities, and what investors should expect in the 2026 real estate environment.

Clients Only: Advanced Real Estate Strategies Inside IRAs
2026-04-06 18:30 - 20:00
For investors already comfortable with the basics, this session explores more advanced ways to structure real estate investments inside a self-directed IRA. We will discuss partner structures, financing considerations, managing deal risk, and how experienced investors approach larger or more complex opportunities. This is a great session for clients who want to deepen their strategy and think more intentionally about how real estate fits into their long-term retirement plan.

Reach out to Sioban at Misc@MidAtlanticIRA.com for the event link.

Private Lending and Notes: Structuring Safe and Compliant Deals
2026-04-28 18:30 - 20:00
Private lending continues to grow in popularity among self-directed investors. This session explains how to structure loans correctly, evaluate collateral, understand servicing, avoid common mistakes, and protect your IRA from unnecessary risk.

Client Only: Buying Assigned Notes with a Self-Directed IRA
2026-05-11 18:30 - 20:00
Investing in assigned notes can be an effective way to generate passive income within a self-directed IRA—but success depends on proper structure and due diligence.
In this session, we’ll break down how note assignments work, what to evaluate before purchasing an existing note, and how to properly hold the investment within your IRA.
You’ll also gain insight into the documentation required, compliance considerations, and common pitfalls that investors should avoid.
What We’ll Cover:

How assigned notes are structured and transferred

Key factors to evaluate when purchasing an existing note

How to properly title and hold the asset in your IRA

Required documentation and compliance considerations

Common mistakes and how to avoid them

Reach out to Sioban Kiley at Misc@MidAtlanticIRA.com for the registration link.

What You Can and Cannot Do with a Self-Directed IRA
2026-05-26 18:30 - 20:00
Not every investment or transaction is allowed inside a self-directed IRA—and understanding the rules is essential to protecting your account.
In this session, we’ll break down the fundamentals of what your IRA can and cannot do, explain prohibited transactions in simple terms, and walk through common real-world scenarios.
You’ll leave with a clearer understanding of how to stay compliant and structure your investments with confidence.
What We’ll Cover:

Allowed investments within a self-directed IRA

What prohibited transactions are and why they matter

Common mistakes investors make

Practical examples to help you apply the rules
