Midatlantic IRA

Client Only: Buying Assigned Notes with a Self-Directed IRA
2026-05-11 18:30 - 20:00 (America/New_York)
Investing in assigned notes can be an effective way to generate passive income within a self-directed IRA—but success depends on proper structure and due diligence.
In this session, we’ll break down how note assignments work, what to evaluate before purchasing an existing note, and how to properly hold the investment within your IRA.
You’ll also gain insight into the documentation required, compliance considerations, and common pitfalls that investors should avoid.
What We’ll Cover:

How assigned notes are structured and transferred

Key factors to evaluate when purchasing an existing note

How to properly title and hold the asset in your IRA

Required documentation and compliance considerations

Common mistakes and how to avoid them

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

Understanding Self-Directed IRAs
2026-05-13 15:00 - 15:30, 2026-05-19 15:00 - 15:30, 2026-05-28 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.

Investing Smarter with Tax-Advantaged Accounts (Baltimore, MD)
2026-05-20 18:00 - 21:00
Jack Kiley will be presenting at an upcoming main event hosted by the Baltimore Real Estate Investors Association. This in-person event brings together real estate investors of all experience levels for education, networking, and real-world insights.
Any investor can benefit from a self-directed IRA or other tax-advantaged retirement account. At Baltimore REIA’s next Main Event, Jack Kiley of MidAtlantic IRA will help you understand how such accounts can be strategically aligned with real estate investing. Topics include:

Overview of tax-advantaged retirement accounts and how they work.
Using real estate and business income to leverage SEP, SIMPLE, and 401k plans.
When your investments qualify as an active business and why that matters.
The advantage of investing in assets and strategies you already understand.
The long-term outlook for Social Security and what it means for investors today.
Why building your own retirement strategy is critical in the current landscape.

Imagine how much faster your wealth could grow if you don’t lose a huge chunk of your hard-earned money to taxes.
Attention younger investors: Social Security is due to run out in 6 years. Proactive planning for retirement is a must for you.
This event is open to both members and non-members. Please note that a registration fee may apply for non-members. For full event details, including date, location, pricing, and registration, please visit the Baltimore REIA website and refer to their event calendar.
We’re excited to see Jack sharing his expertise with the Baltimore investing community and hope to see you there.

What You Can and Cannot Do with a Self-Directed IRA
2026-05-26 18:30 - 20:00
Not every investment or transaction is allowed inside a self-directed IRA—and understanding the rules is essential to protecting your account.
In this session, we’ll break down the fundamentals of what your IRA can and cannot do, explain prohibited transactions in simple terms, and walk through common real-world scenarios.
You’ll leave with a clearer understanding of how to stay compliant and structure your investments with confidence.
What We’ll Cover:

Allowed investments within a self-directed IRA

What prohibited transactions are and why they matter

Common mistakes investors make

Practical examples to help you apply the rules
