Midatlantic IRA

Baltimore Strategies Group
2020-11-24 18:30 - 20:30 (America/New_York)
Tax Update & Advanced Strategies
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. Come learn whether you’ve made the proper moves and whether there is anything you need to do prior to year-end to be properly positioned for 2021.
Register Here: https://us02web.zoom.us/meeting/register/tZ0sc-CupzwtHte9vl7Iu3BIBKctM8vSyS-8

Tax Update Webinar 2020
2020-12-17 14:00 - 15:00 (America/New_York)
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.

Interview Series - Texas Tax Deeds
2021-01-12 14:00 - 15:00 (America/New_York)
This strategy has been around for many years but, sadly, few investors really know how to utilize it. The process can be complicated and convoluted. We will be discussing this strategy with one of the experts in the field, Arnie Abramson, CEO of Texas Tax Sales Resource Group, LLC. His Company has been utilizing this strategy since 1992. Arnie has sat on the boards of many REIAs, been quoted in several publications, and as an acknowledged expert in the industry. Arnie will discuss the difference between tax liens and tax deeds and walk us through what can be a complicated process.

Speaking Event - Upcoming Tax Law Changes
2021-01-12 20:00 - 21:00 (America/New_York)
Jack Kiley is speaking for an outside group about the upcoming tax law changes. Please contact us if you would like to be involved.

Kansas City Strategies Group
2021-01-14 18:30 - 20:30 (America/North_Dakota/Center)
Want to be a more “hands-on” investor? Not sure where to begin? During this meeting, Jack Kiley of MidAtlantic IRA will go over everything you need to know when it comes to Self-Directed IRAs. You’ll learn exactly what a Self-Directed IRA is, what you can invest in and who you can invest with.
Come to our next Strategies IRA 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!
Register today.

Northern Virginia Strategies Group
2021-01-19 18:30 - 20:30 (America/New_York)
Introduction to Self-Directed IRAs
Want to be a more “hands-on” investor? Not sure where to begin? During this meeting, Jack Kiley of MidAtlantic IRA will go over everything you need to know when it comes to Self-Directed IRAs. You’ll learn exactly what a Self-Directed IRA is, what you can invest in and who you can invest with.
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!
Register today.

Baltimore Strategy Group
2021-01-26 18:30 - 20:30 (America/New_York)
Introduction to Self-Directed IRAs
Want to be a more “hands-on” investor? Not sure where to begin? During this meeting, Jack Kiley of MidAtlantic IRA will go over everything you need to know when it comes to Self-Directed IRAs. You’ll learn exactly what a Self-Directed IRA is, what you can invest in and who you can invest with.
If you are still sitting on the launching pad, fueled and ready to go but……your countdown has been halted, we invite you out Tuesday night to get your rocket lit. This meeting is about action right now. Do not wait any longer. Come hear about the things you can do to make your wealth building dreams come true.
MidAtlantic IRA, LLC (http://www.midatlanticira.com/) and The Baltimore REIA (http://www.baltimorereia.com/) invite you to this powerful group of networkers. Don’t miss a great evening of networking. We are not selling at this Meetup, no books, no boot-camps, no CD’s. This is like-minded individuals who want to network to build their real estate business.
Your net worth is a reflection of your network.
Register today.

"Get Fundable" with Merrill Chandler
2021-02-09 14:00 - 15:30 (America/New_York)

Kansas City Strategies Group
2021-02-11 18:30 - 20:30 (America/Detroit)
Real Estate Investing with Your 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 IRA Strategies meeting, John “Jack” Kiley, CPA, CISP 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
2021-02-16 18:30 - 20:30 (America/New_York)
Investing in Real Estate 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 IRA Strategies meeting, John “Jack” Kiley, CPA, CISP 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.

Baltimore Strategies Group
2021-02-23 18:30 - 20:30 (America/New_York)

Interview Series with Ryan Parson
2021-03-09 14:00 - 15:30 (America/New_York)
Register Here

Kansas City Strategies Group
2021-03-11 19:30 - 21:00 (America/Detroit)
Note Investing & Private Lending with Your Self-Directed IRA
At our next IRA Strategies meeting, John “Jack” Kiley, CPA, CISP of MidAtlantic IRA will take a close look at note investing and private lending within a self-directed retirement account.
Over the past several years, these strategies have become more and more popular with investors, who may enjoy higher returns than stocks and bonds without the wild volatility of those markets. If you want to rest easier about your retirement money, join us and discover why so many others are moving into these investment segments.

Northern Virginia Strategy Group
2021-03-16 18:30 - 20:00 (America/New_York)

Baltimore Strategy Group
2021-03-23 18:30 - 20:00 (America/New_York)

Kansas City Strategy Group - VIRTUAL
2021-04-08 19:30 - 21:30 (America/New_York)
The Power of Leverage
Have you ever borrowed money for real estate investing-personally or with a business entity? Your IRA can do that same! Savvy investors understand the power of leverage, and the sharp ones use it inside their IRA. Join us and understand the techniques to do it right.
At our next IRA Strategies meeting, John “Jack” Kiley, CPA, CISP of MidAtlantic IRA will show you how to borrow money within your self-directed IRA without getting in trouble.

Register Here

Northern Virginia Strategy Group - VIRTUAL
2021-04-20 18:30 - 20:30 (America/New_York)

Baltimore Strategy Group - VIRTUAL
2021-04-27 18:30 - 20:30 (America/New_York)
The Power of Leverage
Have you ever borrowed money for real estate investing-personally or with a business entity? Your IRA can do that same! Savvy investors understand the power of leverage, and the sharp ones use it inside their IRA. Join us and understand the techniques to do it right.
At our next IRA Strategies meeting, John “Jack” Kiley, CPA, CISP of MidAtlantic IRA will show you how to borrow money within your self-directed IRA without getting in trouble.
Register Here.

Kansas City Strategies Group
2021-05-13 18:30 - 20:00 (America/North_Dakota/Center)
Rehabbing in a Self-Directed IRA
This meeting is ideal for rehabbers with capital tied up in retirement plans, rehabbers without a retirement plan, or anyone who wants to become a rehabber.
At our next IRA Strategies meeting, John “Jack” Kiley, CPA, CISP 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.
Register Here: https://us02web.zoom.us/meeting/register/tZMsdO6vqDovE9DhXiniPf7GxAkDhuqnKi6s

Self-Directed IRA Bootcamp Level 1
2021-05-15 10:00 - 14:00 (America/New_York)
In recent years there been a lot of ‘buzz’ about self-directed retirement accounts but not a lot of depth. Our level 1 boot camp his designed to help you visualize where self-direction fits into your financial plan and wealth building strategy. This could be the missing piece to your plan.

Our Level 1 Bootcamp is for you if:

You’ve heard of Self-Directed IRAs, but don’t know how they differ from “regular” IRAs
You’re ready to diversify your portfolio and explore alternative investments
You’re looking for a better understanding before deep-diving into a big investment

This is what you’ll get:

A 4-hour interactive “Self-Directed IRA” Bootcamp with expert John “Jack” Kiley, CPA, CISP
Workbook and Handouts for you to reference when you begin investing.
Question & Answer opportunities to fully understand what you are learning.
Listen to 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, May 15th | 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:
Our Self-Directed IRA Level I Bootcamp is designed to provide an in-depth discussion as to what a self-directed retirement plan is and how it can be leveraged to help you meet your financial planning and wealth strategy goals. Our half-day program is designed to be interactive and allow you to ask questions directly to our experts. You will discover what kind of investor uses self-directed retirement accounts, what your investment options are and how to access these investments through the self-directed retirement account construct. We will discuss the tax advantages of the various types of retirement accounts. You will learn how you can leverage your knowledge and tailor the account to choose exactly the type of investments that you want to include in your investment portfolio.

Learning Objectives:

What is the self-directed retirement plan.
Who can utilize a self-directed retirement plan.
Understanding basic strategies.
What types of retirement accounts can be self-directed.
What investments can be held in a self-directed retirement account.
What is the process for opening and investing through a self-directed retirement account.
How do self-directed retirement plans fit into your wealth building strategy.
Comparing investments in self-directed retirement accounts vs. taxable environments—AND learn the power of deferral.
Tax advantages/disadvantages of the different types of retirement accounts.
Comparison of various retirement plan options to maximize growth.

I'm Ready to Sign Up!

Learn About Level 2

Northern Virginia Strategies Group
2021-05-18 18:30 - 20:00 (America/New_York)
Power User Joe Facenda
The beauty of Self-Direction is that you can use your own strategy. Come learn from our Power User, Joe Facenda, how he utilizes his Self-Directed IRA and what his strategy is for investing in real estate.
Joe has been a Realtor in Northern Virginia for over 25 years and a real estate investor for over 15 years. His portfolio includes several rentals he purchased in his self directed 401K.
He is also the founder of www.OutofTownLandlord.com , a website that connects investors with investor friendly Realtors around the country. A few years ago, Joe decided to invest outside of Northern Virginia for better returns and to diversify his portfolio. When he went into other markets, he had a hard time finding Realtors who understood investing. He figured others might as well so he created a site to help investors find the professionals they need. All agents on the site are experienced investors and Realtors. If you are looking to invest outside of NOVA, check it out.
While he works with traditional buyers and sellers as well as investors, he is also an expert on working with probates and estates. No other Realtor in NOVA has completed more estate deals than he has in the last few years. His experiences in this market led him to write a book for administrators and executors. When Parents are Gone..What’s Next With The House, (available on Amazon) helps heirs decide which option is best for them. If you would like to discuss investment opportunities in this niche, give Joe a call.
He was also featured on The Rental Income Podcast Episode 204 which was a discussion of the pros and cons of using a self directed IRA for purchasing rentals. Of course, Joe was on the pro side!!
Register Here: https://us02web.zoom.us/meeting/register/tZwtdu2hqjwuEtSSkybT2wYvqEf32jJPaYAQ

Baltimore Strategies Group
2021-05-25 18:30 - 20:30 (America/New_York)
Topic: Rehabbing in a Self-Directed IRA
This meeting is ideal for rehabbers with capital tied up in retirement plans, rehabbers without a retirement plan, or anyone who wants to become a rehabber.
At our next IRA Strategies meeting, John “Jack” Kiley, CPA, CISP 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.
https://us02web.zoom.us/meeting/register/tZYsdemopjIpEtH9fck3VNWZfAd7JRtQuDir

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.
