Midatlantic IRA

Self-Directed IRA Bootcamp Level 2
2021-06-12 10:00 - 14:00 (America/New_York)
This course is designed for those who understand the basics and desire to dig a little deeper. In Level II – Self-Directed Bootcamp we will introduce Advanced Strategies used by real estate investors, entrepreneurs and seasoned self-directed retirement plan users. If you are ready to level up and to maximize your retirement plan’s potential.

Our Level 2 Bootcamp is for you if:

You understand the basics or took our Level I – Bootcamp and are ready to jump to the next level and become the expert in Self-Directed IRA’s.
You have an investment in mind, but want to understand the strategy behind it.
You want to up-level your current portfolio using Advanced Strategies in self-direction.

This is what you’ll get:

A 4-hour interactive Level II – Self-Directed IRA Bootcamp with expert John “Jack” Kiley, CPA, CISP
Workbook and Handouts for you to reference when building your deal structure.
Question & Answer opportunities to walk through specific investment examples.
Learn from experts in the Self-Directed IRA world and tap into their experience.
A full recording of the virtual event.

Self-Directed IRA Bootcamp Level 1 Details:
Saturday, June 12th | 10am – 2pm ET
This Virtual Bootcamp will be hosted using the platform Demio. You’ll have the ability to use your camera and microphone to interact with us virtually during this Bootcamp. A Chat Box is also available. We will also send a Troubleshooting Guide prior to the event in case you run into issues.
Sounds great. I’m ready to sign up.

Let’s Take a Deeper Look:
Level II – Self-Directed IRA Bootcamp is designed for those who want to take the next step towards maximizing their retirement plan’s potential. Our half day program is designed to be interactive and allow you to ask questions directly to our experts. You will learn some of the Advanced Strategies in IRA self-direction utilized by seasoned self-directed retirement plan users. We will discuss different structures for holding investments as well as how to partner retirement plan funds with others. Real estate investors understand the power of leverage … and so do seasoned self directed users.

Learning Objectives:

Investing and the use of leverage.
Who to partner retirement plan funds and what structures to use.
Partnering with Family members and other disqualified persons.
Potential tax issues regarding certain strategies

I'm Ready to Sign Up!

Learn about Level 1

Kansas City Strategies Group
2021-07-08 18:30 - 20:00 (America/North_Dakota/Center)
Partnering with your Self-Directed IRA
Sometimes you need more capital to make a deal happen. How about using your self-directed IRA as a partner in the transaction? Let an expert show you the way.
At our next IRA Strategies meeting, John “Jack” Kiley, CPA, CISP of MidAtlantic IRA will help you understand 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.

Northern Virginia Strategy Group
2021-07-20 18:30 - 20:00 (America/New_York)
Partnering with your Self-Directed IRA
Sometimes you need more capital to make a deal happen. How about using your self-directed IRA as a partner in the transaction? Let an expert show you the way.
Virginia

Baltimore Strategy Group
2021-07-27 18:30 - 20:00 (America/New_York)

Kansas City Strategy Group
2021-11-11 18:30 (America/North_Dakota/Beulah)
Tax Law Changes for 2021 & 2022
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 2020.
Our November meet up will help you 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. Understanding your tax position will help you- especially as we enter an election year in 2020.
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.

Register Here

Northern Virginia Strategies Group
2021-11-16 18:30 - 20:30 (America/New_York)

Baltimore Strategy Group
2021-11-23 18:30 (America/New_York)

Virginia Beach Strategies Group
2022-01-06 18:30 - 21:30 (America/New_York) | Gather Norfolk, 500 E Main Street, Floor 16, Norfolk, VA, 23510
Introduction to Self Directed IRAs
Who could benefit from investing with a self-directed IRA? Anyone of any age — in other words, you. Learn the basics about this powerful tool at our next…Strategies IRA Meeting TONIGHT!!!
At our next Strategies IRA meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will get back to basics with you. You’ll learn exactly what a self-directed IRA is and what the “ground rules” are, so you can stay in compliance while you enjoy the benefits.
In fact, you could set up a self-directed IRA now and save on last year’s taxes. Join us and learn how.

Where: Gather Norfolk, 500 E Main Street, Floor 16
When: Thursday, January 6th at 6:30PM
Cost: FREE – must register here to ensure entry.

Kansas City Strategies Group
2022-01-13 18:30 - 20:00 (America/North_Dakota/Center)
Introduction to Self-Directed IRAs
Who could benefit from investing with a self-directed IRA? Anyone of any age — in other words, you. Learn the basics about this powerful tool at our next…Strategies IRA Meeting TONIGHT!!!
At our next Strategies IRA meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will get back to basics with you. You’ll learn exactly what a self-directed IRA is and what the “ground rules” are, so you can stay in compliance while you enjoy the benefits.
In fact, you could set up a self-directed IRA now and save on last year’s taxes. Join us and learn how.

Where: Virtual via Zoom Meeting
When: Thursday, January 13th at 6:30PM CT

Northern Virginia Strategies Group
2022-01-18 18:30 - 20:30 (America/New_York)
Introduction to Self-Directed IRAs
Who could benefit from investing with a self-directed IRA? Anyone of any age — in other words, you. Learn the basics about this powerful tool at our next…Strategies IRA Meeting TONIGHT!!!
At our next Strategies IRA meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will get back to basics with you. You’ll learn exactly what a self-directed IRA is and what the “ground rules” are, so you can stay in compliance while you enjoy the benefits.
In fact, you could set up a self-directed IRA now and save on last year’s taxes. Join us and learn how.

Where: Virtual via Zoom Meeting
When: Tuesday, January 18th at 6:30PM ET

Baltimore Strategies Group
2022-01-25 18:30 - 20:30 (America/New_York)
Introduction to Self-Directed IRAs
Who could benefit from investing with a self-directed IRA? Anyone of any age — in other words, you. Learn the basics about this powerful tool at our next…Strategies IRA Meeting TONIGHT!!!
At our next Strategies IRA meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will get back to basics with you. You’ll learn exactly what a self-directed IRA is and what the “ground rules” are, so you can stay in compliance while you enjoy the benefits.
In fact, you could set up a self-directed IRA now and save on last year’s taxes. Join us and learn how.

Where: VIRTUAL via Zoom
When: Tuesday, January 25th at 6:30PM ET
Cost: FREE

Kansas City Strategies Group
2022-02-10 18:30 - 20:00 (America/North_Dakota/Center)
Real Estate Investing with a Self-Directed IRA
What’s your real estate investing strategy? Wholesaling? Rehabbing? Buy-and-hold? You can use a self-directed IRA with virtually all strategies to help you reap profits plus tax advantages.
At our next Strategies IRA meeting, Jack Kiley of MidAtlantic IRA will take a close look at the many ways an IRA could enhance your real estate investing.
Whether you have a self-directed IRA now or not yet, join us and learn how this powerful financial tool could work for you.

Northern Virginia Strategies Group
2022-02-15 18:30 (America/New_York)

Baltimore Strategies Group
2022-02-22 18:30 - 20:00 (America/New_York)

VA Beach Strategies Group
2022-03-03 18:30 - 21:30 (America/New_York) | Gather Norfolk, 500 E Main Street, Floor 16, Norfolk, VA, 23510
Note Investing & Private Lending in a Self-Directed IRA
More and more investors are buying notes, so why not do it with a self-directed IRA? You can do private lending with your IRA, too.
At our next Strategies IRA Meeting, Jack Kiley of MidAtlantic IRA will show you how an IRA could help you add the power of tax advantages to these strategies.
Imagine earning a generous return from notes… or lending money at the high rates typical of hard-money lenders… and saving on taxes, too!
(HINT: Even if you don’t have money to lend from your IRA, knowing how is a good thing. Because you can invite others to lend to you from their self-directed IRAs — or open such an IRA precisely to lend you money.)
Register Here

Kansas City Strategies Group
2022-03-10 18:30 - 20:30 (America/Detroit)

Northern Virginia Strategies Group
2022-03-15 18:30 - 20:30 (America/New_York)

Clients Only Strategies Group
2022-03-17 18:30 - 20:30 (America/New_York)
Investing in Real Estate with your Self-Directed IRA
Join us at our exclusive Strategies Group where we’ll cover various IRA topics and learn from fellow investors about their current deals within their MidAtlantic IRAs. If you’re looking to network, gain new insights for your personal strategies and dive deeper with your IRA investments, this is the group for you.
Please email Sioban Kiley at sioban.kiley@midatlanticira.com for more information.

Baltimore Strategies Group
2022-03-22 18:30 - 20:30 (America/New_York)

VA Beach Strategies Group
2022-04-07 18:30 - 20:30 (America/New_York)
Have you ever borrowed money for real estate investing — personally or with a business entity? Good news: your IRA can do the same!
Savvy investors know the power of leverage. At our next Strategies IRA Meeting, Jack Kiley of MidAtlantic IRA will show you how to borrow money and apply leverage within your self-directed IRA.
Important: You must follow the rules to avoid trouble with the IRS. Jack will show you the correct, legal way.
Whether you have a self-directed IRA now or not yet, join us and learn how to put this powerful tool to work for you.
Come to our next Investment Strategies Meeting and let Jack Kiley show you why Self-Directed IRAs might be a great source of investing capital. Whether you have a Self-Directed IRA already…you’re thinking about opening one… or you’re just curious… come and explore these potentially powerful strategies!

Northern Virginia Strategies Group
2022-04-12 18:30 - 20:30 (America/New_York)
Have you ever borrowed money for real estate investing — personally or with a business entity? Good news: your IRA can do the same!
Savvy investors know the power of leverage. At our next Strategies IRA Meeting, Jack Kiley of MidAtlantic IRA will show you how to borrow money and apply leverage within your self-directed IRA.
Important: You must follow the rules to avoid trouble with the IRS. Jack will show you the correct, legal way.
Whether you have a self-directed IRA now or not yet, join us and learn how to put this powerful tool to work for you.
This is an on-line event. The meeting link will be sent to those who RSVP.
The link will require another short registration, so please logon 5 minutes before the start time so you will be ready to go at 6:30.

Kansas City Strategies Group
2022-04-14 18:30 - 20:30 (America/North_Dakota/Center)

Baltimore Strategies Group
2022-04-26 18:30 - 20:30 (America/New_York)

Clients Only Strategy Group
2022-04-28 18:30 - 20:30 (America/New_York)
Please contact us for Registration Link.

Virginia Beach Strategies Group
2022-06-02 18:30 - 20:30 (America/New_York)
Rehabbing in a Self-Directed IRA
You have capital tied up in retirement plans… you’d love to tap that capital to finance your flips… but how can you do that?
At our next Strategies IRA Meeting, Jack Kiley of MidAtlantic IRA will show you how to rehab properties with funding from a self-directed IRA. He’ll detail the rules you must follow to do it legally and avoid invalidating your IRA. There’s no need to worry if you follow the rules — which is why you need to hear them from an expert like Jack.
Whether you have a self-directed IRA now or not yet, join us and learn how to put this powerful tool to work for you.
Register Here

Kansas City Strategies Group
2022-06-09 18:30 (America/North_Dakota/Center)

Clients Only Strategies Group
2022-06-16 18:30 - 20:30 (America/New_York)
Invest Like a Power User
At our next Strategies meeting, some of our own Power Users will share their experience and investment strategies.
This is our exclusive Strategies Group where we’ll cover various IRA topics and learn from fellow investors about their current deals within their MidAtlantic IRAs. If you’re looking to network, gain new insights for your personal strategies and dive deeper with your IRA investments, this is the group for you.
You must be a Client of MidAtlantic IRA in order to attend. Please contact Sioban Kiley at our office to secure your spot at 240-575-3880 x209

Northern Virginia Strategies Group
2022-06-21 18:30 - 20:30 (America/New_York)

Baltimore Strategies Group
2022-06-28 18:30 - 20:30 (America/New_York)

Virginia Beach Strategies Group
2022-07-07 18:30 - 20:00 (America/New_York)
Partnering with your Self-Directed IRA
Sometimes you need more capital to make a deal happen. How about using your self-directed IRA as a partner in the transaction? Let an expert show you the ways.
Jack Kiley of MidAtlantic IRA will help you understand:
• The best structures for pooling capital
• How to combine IRA funds with other real estate investor funds
• 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.
