Midatlantic IRA

Client Strategy Session: Monthly Mastermind for Self-Directed Investors
2025-04-08 18:30 - 20:00 (America/New_York)
This exclusive, clients-only strategy group is your space to ask questions, share insights, and stay on top of the smartest ways to grow your retirement wealth using a self-directed IRA.
Each month, we gather to dive deeper into advanced topics, real-life investment strategies, and timely updates that impact your portfolio. It’s a chance to learn from other investors, get direct support, and fine-tune your next move — all in a trusted circle.
This Month’s Focus:Using Leverage in Your IRA: How to Borrow Legally and Invest Wisely
Let’s break down how non-recourse loans work, what the IRS allows, and how you can use this powerful tool to amplify your real estate deals.
Note: This session is for current clients only.Reach out to us directly to receive the Zoom link.
We look forward to seeing you there and supporting your strategy!

Jack's Annual Tax Update
2024-11-26 18:30 - 20:00
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 2025.
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you how to 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.
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.

Clients Only Strategy Group
2024-11-21 18:30 - 20:00
Every month, Jack hosts an exclusive Clients Only Strategy Group where you can pick his tax brain and meet like-minded people in the industry.
If you’re interested in joining, email Sioban at misc@midatlanticira.com for the Zoom Link.

401k Plans & Other Retirement Plan Options
2024-09-24 18:30 - 20:00
Did you know there are self-directed retirement plan options beyond IRAs? There’s actually several! Self-Directed IRAs are terrific. But what if you want something different? Something more?
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you other retirement plan options that still give you self-directed control, how they work if you’re a sole proprietor or have an LLC/S-Corp/C-Corp, how to maximize the various contribution limits, and the greater flexibility you may enjoy with certain plans.
If you want to maximize the power of a self-directed retirement plan, join us and tap Jack’s expertise on these investment strategies.

Clients Only Strategy Group
2024-09-18 18:30 - 20:00
You’re invited to an exclusive session crafted specifically for our esteemed clients who are keen on harnessing the power of self-directed Individual Retirement Accounts (IRAs).
If you’re interested in attending this event and are a current MidAtlantic IRA client, please email Sioban at hello@midatlanticira.com for the registration link.

Partnering With Your Self-Directed IRA
2024-07-23 18:30 - 20:00
Sometimes you need more capital to make a deal happen. How about using your self-directed IRA as a partner in the transaction?
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you 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.
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.

Exclusive Client-Only Self-Directed IRA Strategy Group Meeting
2024-07-16 18:30 - 20:00, 2024-06-18 18:30 - 20:00
Attention valued clients! You’re cordially invited to an exclusive gathering tailored specifically for you – our esteemed clients – focused on optimizing your self-directed IRA strategy for maximum financial growth and security.
This intimate event is your chance to delve deep into the world of self-directed IRAs alongside fellow clients who share your commitment to financial empowerment and independence. Led by seasoned experts in retirement investing, this gathering promises invaluable insights, personalized guidance, and actionable strategies designed to elevate your investment journey to new heights.
During this interactive session, we’ll explore advanced self-directed IRA strategies tailored to your individual goals and risk tolerance. Whether you’re interested in diversifying your portfolio with alternative assets, maximizing tax advantages, or exploring innovative investment opportunities, our team is dedicated to providing the support and expertise you need to succeed.
Through in-depth discussions, case studies, and collaborative exercises, you’ll gain a deeper understanding of the intricacies of self-directed IRA investing and uncover new avenues for wealth creation and preservation. From real estate and private equity to precious metals and cryptocurrency, we’ll explore a wide range of investment options and help you craft a customized strategy aligned with your unique financial objectives.
But this event isn’t just about learning – it’s also an opportunity to connect with like-minded clients, share experiences, and forge valuable relationships within our community of investors. Whether you’re a seasoned veteran or just beginning your investment journey, your presence and participation will enrich the conversation and contribute to the collective wisdom of our group.
Please contact Sioban Kiley at misc@midatlanticira.com or 240-575-3880 x957 for Zoom Link.

MAREIA Monthly Meeting
2024-06-13

Rehabbing with a Self-Directed IRA: Unlocking Real Estate Investment Potential
2024-06-11 18:30 - 20:00
Are you ready to revolutionize your real estate investment strategy? Join us for an insightful event focused on the exciting world of rehabbing with a self-directed IRA. Whether you’re a seasoned real estate investor or just dipping your toes into the market, this event is your gateway to discovering the lucrative opportunities available through self-directed IRA investing in property rehabilitation.
John “Jack” Kiley, CPA, CISP will delve into the mechanics of using a self-directed IRA to fund and profit from rehab projects, providing invaluable insights and practical tips every step of the way. Learn how to identify distressed properties with high potential, navigate the rehab process efficiently, and maximize returns while maintaining compliance with IRS regulations.
Whether you’re interested in fix-and-flip projects, rental properties, or diversifying your portfolio with real estate assets, this event will equip you with the knowledge and confidence to harness the full potential of your self-directed IRA. Don’t miss this opportunity to network with fellow investors, gain valuable insights from industry experts, and take your real estate investment game to the next level.

HomeVestors Summer Summit
2024-06-04 - 2024-06-06

Self-Directed IRAs Strategy Group
2024-05-21 18:30 - 20:00
Join us for an illuminating session focused on unlocking the full potential of your retirement savings through self-directed IRA strategies. Whether you’re a seasoned investor or just beginning to explore the possibilities, this event is designed to empower you with the knowledge and tools needed to take control of your financial future.
John “Jack” Kiley, CPA, CISP will guide you through the ins and outs of self-directed IRAs, offering valuable insights into how you can leverage this powerful investment vehicle to diversify your portfolio, maximize returns, and achieve your long-term financial goals. From real estate and precious metals to private equity and cryptocurrency, discover the wide array of investment opportunities available within a self-directed IRA and learn how to navigate the complexities with confidence.
Whether you’re interested in passive income streams, capital appreciation, or wealth preservation, this event will provide you with the knowledge and resources to tailor a self-directed IRA strategy that aligns with your unique financial objectives.
Don’t miss this opportunity to connect with like-minded individuals, expand your investment horizons, and take the first step towards financial independence. Reserve your spot today and embark on the journey towards maximizing your wealth with self-directed IRA strategies.

The Power of Leverage
2024-04-23 18:30 - 20:00
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 Group Meeting, Jack Kiley, CPA, CISP 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.

Clients Only Strategy Group
2024-04-18 18:30 - 20:00, 2024-03-21 18:30 - 20:00
At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing.

Contact Sioban Kiley at hello@midatlanticira.com for the Zoom Link (event for MidAtlantic IRA Clients only)

Note Investing & Private Lending in a Self-Directed IRA
2024-03-26 18:30 - 20:00
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 Group Meeting, Jack Kiley, CPA, CISP 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.

Clients Only Strategy Group
2024-01-25 18:30 - 20:00
At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing.

Contact Sioban at hello@midatlanticira.com for the Zoom Link (event for MidAtlantic IRA Clients only)

Introduction To Self-Directed IRAs
2024-01-23 18:30 - 20:00
Who could benefit from investing with a self-directed IRA? Anyone. At our next Strategies Group 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.

Baltimore Strategies Group
2023-11-28 18:30 - 20:00
Tax Law Changes for 2023 & 2024
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 2024.
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you how to 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.
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.

Clients Only Strategy Group
2023-11-16 18:30 - 20:00, 2023-10-26 18:30 - 20:00
As a valued MidAtantic IRA Client, we are inviting you to join our virtual Online Strategies Group hosted via Zoom. At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing. Meet like-minded individuals and expand your knowledge in the field of retirement investing. Hope to see you there!
Please email us at hello@midatlanticira.com to receive your Zoom link.

Northern Virginia Strategies Group
2023-11-14 18:30 - 20:00

Baltimore Strategies Group
2023-10-24 18:30 - 20:00
Purchasing Tax Liens in your Self-Directed IRA
A self-directed IRA gives you great flexibility, like investing in tax liens. jurisdictions are having “tax sales” this time of year, so now is the time to get smart about them. Would they be a good fit for your IRA? Many
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you the basics of tax liens (what they are and how they work), strategies for successful tax lien investing, and how to make tax liens part of your IRA portfolio.
You’ll also hear from investors who have reaped the rewards of tax liens with their self-directed IRAs.

Northern Virginia Strategies Group
2023-10-17 18:30 - 20:00

Virginia Beach Strategies Group
2023-10-05 18:30 - 20:00

Baltimore Strategies Group
2023-09-26 18:30 - 20:00
401k Plans & Other Retirement Options
Did you know there are self-directed retirement plan options beyond IRAs? There’s actually several!
Self-Directed IRAs are terrific. But what if you want something different? Something more?
At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you other retirement plan options that still give you self-directed control, how they work if you’re a sole proprietor or have an LLC/S-Corp/C-Corp, how to maximize the various contribution limits, and the greater flexibility you may enjoy with certain plans.
If you want to maximize the power of a self-directed retirement plan, join us and tap Jack’s expertise on these investment strategies.

Northern Virginia Strategies Group
2023-09-19 18:30 - 20:00

Clients Only Strategies Group
2023-09-14 18:30 - 20:00
As a valued MidAtlantic IRA Client, we are inviting you to join our virtual Online Strategies Group hosted via Zoom. At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing. Meet like-minded individuals and expand your knowledge in the field of retirement investing. Hope to see you there!

Virginia Beach Strategies Group
2023-09-07 18:30 - 20:00

Clients Only Strategy Group
2023-07-27 18:30 - 20:00
Clients Only Strategy Group
As a valued MidAtlantic IRA Client, we are inviting you to join our virtual Online Strategies Group hosted via Zoom. At these meetings, Clients will have the opportunity to network and share investment strategies with one another, as well as ask questions regarding retirement investing. Meet like-minded individuals and expand your knowledge in the field of retirement investing. Hope to see you there!
