Midatlantic IRA

Real Estate Inside IRAs: Updated Rules, Financing, and Deal Flow
2026-03-24 18:30 - 20:00 (America/New_York) | MO
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
