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Latest Past Events

Tax Update Webinar 2020

It’s time to round up 2020 with a Tax Update. There have been a myriad of individual, business and retirement plan tax law changes during the year. Take a financial snapshot of where you are this year, consider your options in 2021 and understand anticipated tax law changes.

Webinar – Traditional vs Roth IRAs

Join us to learn what are Traditional and Roth IRAs. Jack Kiley of MidAtlantic IRA will explore where these retirement accounts are similar and, more importantly, where they are different. Understanding the differences may help you assess which is a better option for you.

Webinar – Investing in Real Estate with a Self-Directed IRA

Real estate investments can be complicated. Using IRA funds to make real estate investments sounds even more complicated. It’s not!

Join Jack Kiley of MidAtlantic IRA and let him help you connect the dots.

In this webinar we will discuss the do’s and don’ts as well the process. So join us to learn how to leverage your real estate expertise.