From Blueprint to Buy-In: Rehab Insights & Deal Preview
2025-06-09 18:30 - 20:00 (America/New_York) | MO
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
