Client Only: Buying Assigned Notes with a Self-Directed IRA
2026-05-11 18:30 - 20:00 (America/New_York) | MD
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
