Midatlantic IRA

Look Before You Invest: Smart Due Diligence for Your Self-Directed IRA
2026-06-10 18:30 - 20:00 (America/New_York)
Exciting investment opportunities can move fast, but rushing in without doing your homework can cost you more than just money inside a retirement account. Join us for this exclusive client only strategy session where we’ll cover the key questions every self-directed IRA investor should be asking before putting retirement funds to work. Whether you’re investing in real estate, private lending, or business ventures, this conversation will help you slow down in the right places so your retirement dollars can go further.
Key Learning Points

How to evaluate the people behind an investment opportunity — what to look for, what to ask, and what should give you pause
The key financial documents and disclosures you should always review before committing retirement funds to any deal
How to assess risk inside a self-directed IRA specifically — and why the stakes are different than investing with personal funds
What IRA-specific rules and restrictions could affect your investment before you commit, not after
How to vet real estate deals, private lending opportunities, and business investments using a consistent due diligence framework
Red flags that experienced self-directed IRA investors watch for — and how to spot them early in the process
How to balance moving quickly on a good opportunity with doing your homework thoroughly enough to protect your retirement
The questions your custodian can and cannot answer — and who else should be in your corner when evaluating a deal

Reach out to Sioban Kiley at Misc@MidAtlanticIRA.com for the registration link.

Understanding Self-Directed IRAs
2026-06-12 15:00 - 15:30, 2026-06-24 15:00 - 15:30, 2026-07-01 15:00 - 15:30, 2026-07-08 15:00 - 15:30, 2026-07-15 15:00 - 15:30, 2026-07-22 15:00 - 15:30, 2026-07-29 15:00 - 15:30
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 preparing to fund an investment.

We will cover what a Self-Directed IRA actually is, how it differs from traditional brokerage accounts, who this approach tends to work best for, and what the real process and timelines look like. We will also discuss the role of the custodian, your responsibilities as the account holder, and the IRS rules that must be followed to keep a retirement account in good standing.

This session is educational and high level. It is not a sales presentation and it is not individualized advice. There will be time for general questions at the end, with deal specific conversations handled one on one.

Whether you are actively working on a deal or simply want to understand your options before the need arises, this webinar is designed to help you make informed decisions about your retirement investing.

The Partnership Strategy: Investing With Both Your Personal and Retirement Funds
2026-06-23 18:30 - 20:00
One of the most underutilized strategies in the self-directed IRA world is also one of the simplest: partnering your retirement plan funds with your personal funds to invest in the opportunities you already believe in. In our monthly National Strategy Call, we’ll cover how this works, what the rules are, and why it can be a game-changer for both new and experienced self-directed investors. If you’ve ever wished your retirement account could do more than just wait, this session is for you.
Key Learning Points

What it actually means to “partner” your personal funds with your retirement plan funds — and why most investors don’t know this is even an option
How a self-directed IRA unlocks investment opportunities far beyond stocks and mutual funds
The basic rules that govern personal and retirement fund partnerships — and how to stay on the right side of them
How this strategy can help you pursue larger deals and bigger opportunities than either funding source could handle alone
Real-world examples of how investors are using this approach in real estate, private lending, and business investments
Why this strategy works for investors at any stage — whether you’re just getting started or looking to scale
How to take your first step toward putting this strategy to work for your own retirement and investment goals

Checkbook Control: The Power, the Pitfalls, and Whether You Need It
2026-07-28 18:30 - 20:00
You’ve probably heard the buzz around Checkbook Control LLCs inside a Self-Directed IRA — faster transactions, fewer custodian touchpoints, more flexibility. And for the right investor, it can be a powerful structure. But here’s what most people don’t tell you: it’s not the right fit for everyone, and setting one up without fully understanding the rules can put your entire IRA at risk. In this live session, Jack Kiley from MidAtlantic IRA will walk you through exactly how Checkbook LLCs work, who they’re built for, what the IRS expects, and the red flags to watch for before you move forward. Whether you’re seriously considering this structure or just trying to separate fact from hype, this is the conversation you need to have first.
