Join us for an eye-opening session where we’ll break down how to strategically use non-recourse loans within your IRA to maximize your real estate investments — while staying 100% compliant with IRS rules.
From Blueprint to Buy-In: An inside look at rehabbing with retirement funds, featuring investor Danny Flores and a live deal preview.
Clients only – contact Sioban Kiley for access.
The Rehab Playbook: Learn how to rehab real estate in a self-directed IRA while staying IRS-compliant and investment savvy.
Learn the key differences between 401(k)s, IRAs, SEPs, and SIMPLEs on our next Strategy Group call, Sept 23 at 6:30pm ET. Clear comparisons, 2025 contribution limits, and time for live Q&A.
Join us for a live demo of ETZ, the crypto investment platform now available through MidAtlantic IRA. Over the past few months, several clients have asked about adding crypto to their self directed IRAs. We listened — and we did the research. ETZ offers a secure, compliant pathway to buy and hold digital assets inside a […]
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 […]
Self-Directed IRAs allow investors to hold alternative assets such as real estate, private lending, and private placements inside a retirement account. While the concept is powerful, the process, rules, and responsibilities are often misunderstood. This live webinar is designed to provide a clear, practical introduction to Self-Directed IRAs for those who are curious, actively exploring opportunities, or […]
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 […]
Self-Directed IRAs allow investors to hold alternative assets such as real estate, private lending, and private placements inside a retirement account. While the concept is powerful, the process, rules, and responsibilities are often misunderstood. This live webinar is designed to provide a clear, practical introduction to Self-Directed IRAs for those who are curious, actively exploring opportunities, or […]
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 […]